To buy low and sell high, the Opportunistic Growth Portfolio strategy takes advantage
of price inefficiencies in the market and focuses on buying growth stocks with low
price-
To reduce the risks associated with growth type stocks, sector allocations for the
Opportunistic Growth Portfolio are determined by the Russell 1000 Growth Index®.
If you would like more details about the Opportunistic Growth strategy, please
contact the portfolio manager, D. S. Howland, CFA at dee@investhowland.com.
Weighted Average
Russell 1000 Growth
Howland Opportunistic Growth
Market Cap
$57 Billion
$28 Billion
Price/Earnings Ratio
14.4
11.4
Price/Earnings/Growth Ratio
1.2
0.8
Annual Estimated Yield (Current dividends)
1.8%
1.4%
r
The Howland and Associates’ Opportunistic Growth Portfolio
is a Large Cap Growth portfolio strategy, designed to capture
returns by buying growth stocks at attractive valuations and
selling after growth has been recognized and rewarded with a
higher market price.
