Mark Scalzo, Chief Investment Officer for Validus Growth Investors, sat down with Ray Lucia Jr., chairman and CEO of Lucia Capital Group, to discuss the importance of active management in a portfolio during this current environment, and how having a bottom-up approach may be a much better way to assess risk. When it comes to stocks, what you don’t own can be just as important as what you do own.
Learn more about the process that Validus uses when managing a portfolio, and how we aim to identify specific risks when dealing with extra-volatile markets.
For more information on the methodology of the PSN rankings please visit validusgrowth.com. The Top Gun award should not be construed as a guarantee that a certain level of result will be achieved.
Raymond J. Lucia Jr. is chairman of Lucia Capital Group (“LCG”), a registered investment advisor and CEO of its affiliated broker-dealer, Lucia Securities, LLC (“LSL”), member FINRA/SIPC. Validus Investment Advisors is a model portfolio advisor for LCG sponsored advisory programs and an affiliate of and under common ownership with LSL. Registration with the SEC does not imply a certain level of skill or training.
