Chartwell Partners Asset Management has launched another folio, the Global Innovation 30 Folio.
The folio is based on Business Week’s annual The Most Innovative Companies Rankings which is a collaborative effort with the Boston Consulting Group. The Chartwell Global 30 Innovation Folio is managed by Chartwell on FOLIOfn’s online brokerage platform.
The rankings of the top fifty companies are determined through a survey that is sent to the top ten executives at 1,500 largest companies in the world asking them to name the most innovative company outside of their own industry group. There are some surprises on the 2007 list, including four new companies in the top 25 - Disney, Boeing, Genentech, and Cisco Systems. On the other hand, Dell fell from #14 to #22 and 3M fell from #3 to #7.
In building and managing the Global Innovation 30 Folio, Chartwell uses a value approach to select 30 publicly-traded companies from the 50 companies in the rankings and then weights them equally in the folio. Currently, nine of the thirty companies in the Global Innovation 30 Folio are headquartered outside of the United States.
“Innovation drives sustained growth and should lead over time to superior returns for the global companies in the Chartwell Global Innovation 30 Folio”, says Carl Delfeld, Managing Director of Chartwell Partners. In addition, Delfeld explained that FOLIOfn was the ideal platform for the folio since it “offers the ability to buy and sell in fractional shares and allows for the rebalancing of the folio in a single low cost transaction.”
The Global Innovation 30 Folio will join the ten other folios that are available to investors through Chartwell Partners on the FOLIOfn platform. These are the:
Core Conservative ETFfolio
Fixed Income ETFfolio
Global Dividend/Income ETFfolio
World Economic Freedom ETFfolio
Country Rotation ETFfolio
Global Sector Rotation ETFfolio
Global Growth ETFfolio
Emerging Markets ETFfolio
Asia-Pacific ETFfolio
China Strategy ETFfolio
Global Long/Short Strategy ETFfolio
Chartwell uses the above folios as building blocks to develop custom global portfolios using a flexible core/satellite strategy. For more information and media inquiries, contact Carl Delfeld at 719.264.1503 or at cdelfeld@comcast.net.
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