- Why F.W.S?
- Firm Principles
Several studies have shown that stocks that have done well in recent months are likely to outperform other stocks over the following several months. Fair Weather Strategies' actively managed portfolios seek to exploit this market inefficiency. The firm's momentum strategies tend, in general, to keep the investor holding securities that have high “relative strength” as compared to other securities.
*This information applies to the firm's actively managed portfolio's only and not to the firm's passive portfolios.
Past performance is no indicator of future return. There is no guarantee that applying a momentum strategy will either increase your portfolio’s return or lower its volatility as compared to any other strategy. Some securities and market environments are particularly unsuitable for trading using a momentum strategy. Active investing will likely incur higher commissions than a buy and hold strategy and may or may not increase your taxes relative to buying and holding.