Case Studies
Our equity management discipline can best be described as "top down". Portfolios are constructed using principals founded in modern portfolio theory. We believe in maximizing potential returns while minimizing the risk of owning equities through broad diversification across market capitalizations, asset classes, investment styles and sectors of the economy.
Our equity management discipline can best be described as "top down". Portfolios are constructed using principals founded in modern portfolio theory. We believe in maximizing potential returns while minimizing the risk of owning equities through broad diversification across market capitalizations, asset classes, investment styles and sectors of the economy.