Sabrient Systems Announces Unit Investment Trust Targeting Top Performing Stocks
Santa Barbara, Calif. – June 12, 2013 – Sabrient Systems, LLC, an independent equity research firm that specializes in alpha extraction through quantitative and qualitative analysis, today announced the launch of the Sabrient Forward Looking Value Portfolio, a unit investment trust (UIT) in collaboration with First Trust Portfolios L.P., targeting top stock performers within various sectors.
As investors continue to shift assets from money market and bond funds into equities, undervalued stocks across various sectors continue to grow at a sustainable rate. Through the Sabrient Forward Looking Value Portfolio, major broker-dealers and investment advisors can leverage the diversified stock investment strategy with approximately 25 stocks that have been selected as top performers within their sector or industry in both price performance and value. Sabrient’s proprietary Earnings Quality Rank is incorporated with this UIT to eliminate companies with aggressive accounting, due to the risk that they may have to restate earnings.
“At this time, the market still has reasonable valuation, and there are a large number of opportunities for investors to buy stocks that have conservative accounting and a strong undervalued growth,” said David Brown, Chief Market Strategist for Sabrient Systems. “With the Sabrient Forward Looking Value Portfolio, investors have the opportunity to strengthen their portfolio with stocks known to have these characteristics.”
The stocks included in the offering are evenly weighted, and to ensure diversification Sabrient restricts the number of stocks from any one sector to a maximum of 30% and from any one sub-industry group to a maximum of 15%.
The Sabrient Forward Looking Value Portfolio will be available in a series of UITs to investors nationwide through the agreement with First Trust.
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PRESS CONTACT:
Cognito
Oksana Poltavets
+1 646.395.6300
sabrient@cognitomedia.com
ABOUT SABRIENT SYSTEMS, LLC
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Sabrient Systems, LLC specializes in unbiased, fundamentals-based quantitative equity research for the benefit of investment professionals, hedge funds, and self-directed investors. The firm analyzes nearly 5,000 U.S. and 500 Canadian traded stocks and identifies those that appear poised to out-perform or under-perform the market. Sabrient first published rankings in 2002, and its models have consistently outperformed relevant benchmarks over a broad range of investing styles, market caps, time frames and market conditions. Sabrient is based in Santa Barbara, California. Visit www.sabrient.com.
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