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Process
We manage all accounts as a team, utilizing a top-down approach. In addition, our equity process allocates assets to sectors that have the greatest probability of outperforming the market as a whole, and diminishes exposure to market sectors deemed higher risk/lower reward. We then establish target returns; once achieved, we rotate assets elsewhere using the same process. Our client portfolios typically differ from the performance benchmark in terms of sector and industry weightings (e.g., S&P 500 and Russell 1000 Value indexes).
Our equity process is comprised of three phases: top-down economic, business and financial market analysis; sector/industry group selection; and fundamental company analysis and security selection.
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