FOUR TIERS OF DIVERSIFICATION

We utilize four different types of diversification to mitigate “diversifiable” risk.

Single Stock Diversification
Rigorous analysis and limits on individual weights helps minimize company- specific risks.

Sector Diversification
Proper diversification among sectors and industries.

Market Capitalization Diversification
Prudent allocation of small, mid, and large capitalization stocks.

Investment Style Diversification
Utilization of both value and growth investment styles
reduces risk.