Three Reasons to Consider Value Line Timeliness™ SMAs

Why use the Value Line Timeliness™ SMA Strategies in your portfolio? Consider these three reasons.

1. Core Investment Strategies

The Value Line Timeliness™ SMA Strategies are portfolios designed to provide components of a diversified portfolio.

The various capitalization sizes and investment styles include potential benefits and risks:

Capitalization Sizes
Small May have greater appreciation potential with higher risk profile
Mid Tend to be more established with less risk than small-cap, and more room for appreciation than large-cap companies
Large Generally more stable companies with less risk than small- and mid-cap companies
Investment Styles
Growth In general, growth stocks offer greater capital appreciation potential
Value Value stocks typically provide more stability and income potential

2. Optimized Approach to Balance Risk and Return

The Value Line Timeliness™ SMA Strategies’ quantitative approach seeks to optimize each stock’s risk and reward against the benchmark index. The result is a diversified portfolio of approximately 50-70 stocks designed to produce the optimal combination of the best possible return with the least possible risk.

3. A Time-Tested Investment Process

A key component of the investment process is the respected Value Line research and Ranking Systems, which have a robust history tracing back to 1931. The Value Line Ranking System for Timeliness™ ranks a broad universe of stocks, assigning an “at-a-glance” forecast of their near-term relative price movements.

Do you have questions?

Please reach out to our SMA support team at:

Crystal Barrett

Crystal Barrett
Sales Director

Data shows past performance, which is not indicative of future performance. Information contained herein has been prepared for illustrative purposes only. Although the information provided has been obtained from sources which EULAV Asset Management (EAM) believes to be reliable, it does not guarantee accuracy or completeness of such information. Opinions represented are not intended as an offer or solicitation with respect to the purchase or sale of any security or product and are subject to change without notice. Equity markets are volatile and an investor may lose money. For a complete discussion of the risks involved, please see our ADV Part 2A (Brochure).

EAM acts as either a discretionary investment manager or a non-discretionary model provider in a variety of separately managed account programs. Any performance information included herein represents the performance achieved by EAM as a discretionary investment manager with trade implementation responsibility. Separately managed accounts are provided by EAM and are independent of the Value Line Funds.

Value Line, Value Line Logo, Timeliness, Safety are trademarks or registered trademarks of Value Line, Inc. and/or its affiliates in the United States and other countries. Used by permission. Third-party trademarks and service marks appearing herein are the property of their respective owners.