A Little Something Extra…  

The Opportunistic strategy is the most flexible and comprehensive application of ICM’s investment skills. It utilizes all of the techniques of our other strategies, along with the extensive use of options and short selling. This is a performance fee account and is only available to accredited investors.

The Strategy utilizes a margin account which allows ICM to increase the size of its long position for a client from time to time when the investment outlook is especially compelling, but it also allows the freedom to invest very little when the opposite appears to be true. The goal is always the same—maximum total return that can be achieved given market conditions.

Portfolio Characteristics Opportunistic
Number of Issues Approximately 25-40
Options Use Varies
Issue Maturity Range Varies Based on Forecast
Minimum Account Size $250,000
Recommended Benchmarks S&P 500 Index
Russell 2000® Index