Portfolio Management

For all its equity portfolios, Thrasher seeks to invest in the various industries, sectors, and specific companies that are uniquely positioned to take advantage of the Demographic Convergence Thesis (DCT). This proprietary model seeks to capitalize on the convergence of what the firm believes to be global, generational, and socioeconomic dynamics that touch an array of industries: the Baby Boomer's increased life expectancy, elongated career life cycle, along with Generations X and Y’s increased access to capital. There have been a plethora of articles that talk about the ageless-ness of baby boomers and the fiscal habits of the the next generation of adults. But few have examined the market implications of these demographic and lifestyle shifts.

Investments in the GendeX Fund are not limited by industry, sector, or market capitalization, and it is not a "retail" fund. The firm utilizes both fundamental and technical analysis in generating its portfolio. The Gendex Fund’s performance is benchmarked against an average of the S&P 500 Index, Dow Jones Industrial Average, and the Russell 2000 Index.

Proprietary Universe
The GendeX Fund is constructed from Thrasher's proprietary "X&Y 400", which consists of over 400 stocks hand selected by Thrasher’s Investment Management Committee intended to represent the companies that have biggest impacts on the Demographic Convergence Thesis and represent good candidates for long-term capital appreciation and preservation.