Philosophy / Process
A highly structured, fundamentally based yet quantitatively applied investment management model
Construction / Monitoring
Based on the output of our fundamentally based, quantitatively applied model
Sell Discipline
Strict adherence to risk management

Portfolio Construction | Portfolio Monitoring

Portfolio Construction

We maintain strict portfolio construction standards to ensure diversification and objectivity, not only at the time of purchase but over time:

Our portfolio is sector neutral and securities are equally weighted within each sector
We maintain a portfolio of 70-75 securities at all times to ensure appropriate diversification
We do not allocate to cash, remaining fully invested at all times

Portfolio Monitoring

While we maintain relatively low turnover and trade infrequently, we integrate real time data and run the Bowling model daily to ensure that we are evaluating the portfolio with the most up to date information at all times; information drives our objectivity.