The All Strategy portion of a client’s portfolio follows a carefully constructed, actively managed “All-Cap Size, All Style” approach, which diversifies a client’s assets among several different strategies.
Each of these strategies is characterized by a set of quantitative variables such as:
- Market capitalization
- Sales and earnings growth
- Balance sheet leverage
- Dividend payout ratio
The securities in each strategy are reviewed every two weeks to determine whether a company should be added or removed from our preferred buy and hold list. Once the securities are identified with a strategy, we then use behavioral finance methods to re-balance our positions to pursue maximum growth.