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Josh Brown is the CEO of Ritholtz Wealth Management and a CNBC contributor.
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Josh Brown recently launched Porterhouse, a separately managed account.
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Porterhouse is named after the premium cut of steak.
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Porterhouse is built to hold what Josh Brown considers the market's best opportunities.
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Porterhouse uses a rules-based momentum strategy run in partnership with Franklin Templeton.
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The strategy favors companies with strong earnings growth and persistent share-price strength.
Josh Brown, CEO of Ritholtz Wealth Management
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"Everybody's got broad equity market diversification. It costs three basis points, one click and you can own the S&P 500," Josh Brown said in an interview.
Josh Brown, CEO of Ritholtz Wealth Management
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"There are people who are in search of the literal best stocks in the market. The best stocks today won't be the best stocks tomorrow, necessarily," Josh Brown said.
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The launch of Porterhouse comes after years of advisers steering clients toward low-cost index funds popularized by Vanguard founder Jack Bogle.
Josh Brown, CEO of Ritholtz Wealth Management
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Josh Brown said broad market exposure remains the foundation of most portfolios.
Josh Brown, CEO of Ritholtz Wealth Management
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"Historically, buying the largest market-cap company is actually a terrible strategy," Josh Brown said.
Josh Brown, CEO of Ritholtz Wealth Management
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"I do think ultimately mean reversion will kick in, and it will not be so simple — Just buy Apple and Nvidia, can't lose," Josh Brown said.
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Porterhouse grew out of Josh Brown's "Best Stocks in the Market" list for CNBC Pro but takes a more selective approach.
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None of the Magnificent Seven stocks are among Porterhouse's current 58 holdings.
Josh Brown, CEO of Ritholtz Wealth Management
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"The market is very smart. I believe in the wisdom of crowds," Josh Brown said.
Josh Brown, CEO of Ritholtz Wealth Management
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"You've got 100 million people around the world trying to figure out what stocks to buy, and that's why momentum as a factor works," Josh Brown said.
Josh Brown, CEO of Ritholtz Wealth Management
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"What we're not doing is forecasting," Josh Brown said. "I have no idea what's going to be the dominant theme of the market in the second half of 2026."
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Networking equipment maker Ciena is one of the strategy's strongest performers this year.
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Ciena has benefited from the buildout of AI infrastructure as data centers demand greater networking capacity to move information between increasingly powerful computing clusters.
Josh Brown, CEO of Ritholtz Wealth Management
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"We've got several names from industrials, materials and technology that are directly seeing earnings revisions higher and stock price rallies because of AI," Josh Brown said.
Josh Brown, CEO of Ritholtz Wealth Management
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Josh Brown said momentum has endured as a strategy because investors tend to continue rewarding companies benefiting from innovation cycles and favorable industry shifts, creating trends that can last longer than many expect.
Josh Brown, CEO of Ritholtz Wealth Management
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"In the end, companies that are doing well attract a crowd of buyers," Josh Brown said. "If it's not a fluke, you'll see investors continue to bid those stocks up over time, and that's what we're trying to capture."
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The separately managed account structure gives Porterhouse flexibility unavailable to many momentum ETFs.
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Unlike most exchange-traded funds, which generally remain fully invested, the Porterhouse strategy can hold cash when stocks violate its sell rules.
Josh Brown, CEO of Ritholtz Wealth Management
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"We'd rather hold cash than hold a stock that's going down less than the market," Josh Brown said.
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The ability to raise cash may leave the strategy underinvested after major market selloffs.
Josh Brown, CEO of Ritholtz Wealth Management
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Josh Brown said the trade-off helps avoid owning weakening stocks simply to remain fully invested.
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Porterhouse will be available to qualified Ritholtz clients beginning June 1.
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