PORTFOLIOS

We manage globally-diversified equity (stock) portfolios and credit-focused fixed income (bond) portfolios for our clients.

The globally diversified equity portfolio utilizes both value and growth styles of investing in selecting U.S. and international domiciled companies for the portfolio. Though our process is primarily quantitative, we complement our company analysis with a qualitative review, which looks for characteristics such as a proven and experienced management team, a highly defensible product or service, sustainable competitive advantages, as well as shareholder friendly corporate governance procedures and controls.

Fixed income investments are vital to a strategically balanced portfolio. Generally, a fixed income or bond allocation provides a steady stream of income (through coupon payments) and dampens the volatility of equity markets. Our fixed income portfolios are designed to complement and reduce the risk of our client’s equity investments and as such are intended to be very conservative.