Power Factor
WBI’s Power Factor™ portfolios use a combination of powerful factors—such as free cash flow, revenue growth, and other key metrics—to construct high-conviction strategies. Each portfolio in the series begins with a defined stock universe and follows an index-like, rules-based approach to identify the strongest 30-35 stocks. Disciplined quarterly rebalancing ensures alignment with objectives, delivering consistent, reliable returns tailored to specific market styles.
Index-Like
The Power Factor™ strategy takes a disciplined, index-like approach, using a defined stock universe and strict rules to ensure consistent, reliable portfolio construction.
Concentrated Portfolio
Through a rigorous selection process, the strategy narrows the stock universe to 30-35 of the strongest candidates, creating high-conviction, focused portfolios.
Quantitative Analysis
Leveraging advanced quantitative analysis, the strategy evaluates key factors like free cash flow, revenue growth, and others to identify high-quality stocks.
Quarterly Rebalance
The portfolio undergoes quarterly rebalancing to stay aligned with its objectives, ensuring adherence to its rules and aiming to produce attractive performance.
Platform Availability
WBI "Cy" Turnkey Platform
Cy, WBI's turnkey platform, is purpose-built to meet this need, combining advanced technology with personalized, advisor-driven strategies to deliver tailored solutions and exceptional client experiences.