U.S.Equity
Customized separate account portfolios that seek long-term capital appreciation. Portfolios generally hold 15-40 securities with market cap focus of $1 billion and above at the time of initial purchase.
U.S. Equity portfolios hold approximately 40 securities with a market cap focus of $5 billion and above, and typically have a 25% maximum in any industry and 7% maximum position size at the time of initial purchase.
Concentrated portfolios hold approximately 20 securities with a market cap focus of $1 billion and above, and typically have a 25% maximum in any industry and 10% maximum position size at the time of initial purchase.
Mid Cap Value portfolios hold approximately 45 securities with a market cap focus generally between $1 billion and $10 billion, and typically have no more than 25% in any industry and 7% maximum position size at the time of initial purchase.
Balanced
Customized separate account portfolios built according to client-specific guidelines. Equity and fixed-income components work together to seek preservation of capital and long-term growth.
Balanced portfolios typically hold 20 equity securities with market cap focus above $1 billion at time of initial purchase, and fixed-income securities of high quality and short to intermediate duration.
Global Equity
Global portfolios generally hold 30 to 60 equity securities with a market cap focus over $5 billion, and typically have no more than 30% in any country (except U.S.), 25% in any industry and 10% maximum position size at the time of initial purchase.
Global All Cap portfolios generally hold 30 to 60 securities with a market cap focus of $1 billion and above, and typically have no more than 30% in any country (except U.S.), 25% in any industry and 7% maximum position size at the time of initial purchase.
Global Concentrated portfolios generally hold 15 to 25 securities with a market cap focus of $5 billion and above, and typically have no more than 30% in any country (except U.S.), 30% in any industry and 15% maximum position size at the time of initial purchase.
International Equity
International portfolios generally hold 35 to 65 equity securities with a market cap focus above $7.5 billion, and typically have no more than 30% in any country, 25% in any industry and 7% maximum position size at the time of initial purchase.
International Small Cap portfolios generally hold 35 to 70 equity securities with a market cap focus under $7.5 billion, and typically have no more than 30% in any country, 25% in any industry and 7% maximum position size at the time of initial purchase.
Japan Equity portfolios hold the securities of 15 to 30 Japanese companies with a market cap focus of $3 billion and above, and typically have no more than 35% in any industry and 10% maximum position size at the time of initial purchase.