Multi-Cap Balanced
highlights
Philosophy
process
Style: Balanced
Inception: 9/30/2003
Benchmark: 60% S&P 1500 / 40% Bloomberg U.S. Intermediate Govt Credit Index
Current allocation: 60% equities, 40% bonds
50 to 60 equity securities per portfolio
Equity industry exposure not to exceed 25% and no more than 5% to any one stock, in general
Bonds are investment grade at purchase
Fully invested with a cash allocation not in excess of 5%
- Our Multi-Cap Balanced Portfolio strives to provide income and capital growth by investing in high quality bonds and equities.
- Consistency of approach and adherence to sound fundamental analysis is the basis of our conservative investment process.
Key documents
Multi-Cap Balanced Strategy Card