We take an active approach to portfolio
management, focusing on high-quality equity and fixed income
investments. Securities are selected after applying a very
disciplined approach of research and analysis. All investment
opportunities are carefully studied to ensure that potential
returns are commensurate with risks taken. We believe our application
of this disciplined and consistent process will result in returns
exceeding stock and bond indices over market cycles.
Click here to view our Investment
Strategy
Equity Management
As equity managers, we place a strong emphasis
on:
- High quality companies with proven management
- The selection of companies with above average earnings and
dividend growth rates with relatively low market valuations
- Companies with low risk characteristics
- Monitoring holdings regularly to meet valuation, price and
risk criteria
- Broadening our diversification through the use of Exchange
Traded Funds or mutual funds to complement our core equity
class with international, emerging markets, small cap, and
real estate assets
Click here to view our Equity Approach
Fixed Income Management
As fixed income managers, we:
- Focus on the selection of attractive sectors
in the market
- Emphasize positioning average maturities
based on interest rate projections
- Stress the selection of investment grade issues which we
believe are headed for improved credit ratings
- Focus on achieving maximum
income and stability of principal
Click here to view our Fixed Income Approach
Click here to view our Investment
Services Fee Schedule |
