The Great Rotation: Money Flows Out Of Big Tech And Into Small Caps
Seeking Alpha·2026-01-15 13:52

Company Overview - Lawrence Fuller has 30 years of experience managing portfolios for individual investors, starting at Merrill Lynch in 1993 and later founding Fuller Asset Management (FAM) [1] - FAM is a state-registered investment adviser that focuses on providing investment strategies and portfolio management services [3] Investment Platform - Fuller manages the Focused Growth portfolio on Dub, a copy-trading platform approved by US securities regulators, allowing retail investors to automatically copy the trades of selected managers [1][3] - Dub is noted as the first copy-trading platform in the US, enhancing accessibility for retail investors [1] Investment Strategy - The Portfolio Architect, led by Fuller, emphasizes an all-weather investment strategy aimed at achieving consistent risk-adjusted market returns [1] - Features of the investment group include portfolio construction guidance, access to model portfolios, daily briefs on current events, and trade alerts [1] Educational Purpose - Information provided by FAM is intended for educational purposes and does not constitute an offer or solicitation for specific securities or investment strategies [3] - The firm emphasizes that past performance should not be relied upon without understanding market conditions and investment timing [3]

The Great Rotation: Money Flows Out Of Big Tech And Into Small Caps - Reportify