Large-Cap Equity Portfolios

We have followed a long-term philosophy of "Participate and Protect®"  with the goal of seeking superior returns, while exposing our clients' portfolios to only moderate risks. To achieve our goals, we emphasize high-quality growth companies that exhibit reliable above-average earnings growth. We then perform multiple screens to develop a high conviction portfolio concentrated in companies that show attractive growth characteristics, purchased only when valuations are reasonable.

Portfolio Description

• A "best ideas" concentrated approach with number of holding ranging between 25-35
• At least 75% of our holdings will be "Large-Cap" (>$10 billion) with up to 25% in "Mid-Cap" (>$500 million)