Traditional Equity Management

Investment Process Overview: Portfolio Construction

• Portfolios are managed consistently for all clients, subject to account guidelines
  
  
• Bottom-up process and macroeconomic view drive weightings
  
  
  • Seek prudent diversification across sectors, industries, and securities
    
    
  • Maximum sector weightings of 25%, or the appropriate value benchmark plus 5%, whichever is higher

Portfolios are consistently managed and well diviersified, limiting risk.