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Black Rock

INVESTMENT MANAGEMENT 

CORE GROWTH STRATEGY AT A GLANCE

Earning trust by giving clients what we would want if we were on the other end. We eat our own cooking with over 90% of our team's liquid net worth invested in our Core Growth Fund. We are right there beside you. 

YEAR LAUNCHED

2022

GEOGRAPHY

Global

MARKET
CAP

80% Large cap 

companies and 

index ETFs

NUMBER OF HOLDINGS

Concentrated: 20-35

STYLE

Systematic Trend 

Following, Tactical Asset Allocation

Portfolio Breakdown

ACTIVE SHARE

88%

POSITION SIZING

Maximum 10% of market value in any one company or 20% in any one Index ETF

SECTOR LIMITS

Maximum 40% of market value in any one sector

Lead Portfolio Manager

PETER SCHENK, CMT

​

  • Investment professional since 1997, Portfolio Manager since 2005

  • 27+ years of combined professional experience

  • We employ Fusion Analysis integrating both Technical Analysis (Behavioural Finance) and fundamental analysis (evaluating a company's financial health and intrinsic value) to make investment decisions. Using both methods together provides a more holistic view ensuring clients receive a more comprehensive market perspective.

Investment Team

Peter is the Lead Portfolio Manager of the Core Growth Fund using a system based on Trend Following and Relative Strength, combined with bottom up fundamental analysis of the companies and markets covered. 

 

He has 27 years of experience in managing client wealth. The Chartered Market Technician's designation means Peter has advanced Technical Analysis skills and risk management expertise, crucial for protecting and optimizing client portfolios. 

 

  • Comprehensive Market Understanding: Experience and training in a wide range of topics, including behavioral finance and asset relationships, enabling Peter to have a holistic view of market dynamics. 

  • Data Driven Decision Making: We are  skilled in analyzing market data and using quantitative approaches, which can lead to more informed and objective investment decisions.

  • Adaptability to Market Conditions: With our expertise in Technical Analysis, we can potentially adapt strategies more quickly to changing market conditions.

 

We leverage industry-leading research methodologies and collaborate with top-tier Portfolio Managers to diversify your assets and to deliver exceptional insights and results.

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