Risk Managed Portfolio
Bowling Portfolio Management is focused on Large Cap Core/Value and has been dedicated
to this space for 20+ years.
We take a common sense quantitative approach to fundamental management; we make
the subjective objective through the Bowling Model.
We are dedicated to bottom up, diversified and risk managed portfolio management.
Step 1: Fundamental Factor Identification
We establish objectivity by defining an extensive group of factors that are fundamentally
based and validated by rigorous academic research over extended periods of time.
50+ factors, all based on common sense fundamental variables, combining both long
term relative value with short term catalysts, ensure extensive and objective analysis
of each security in our universe.
Step 2: Bowling Model Rank
Every security in the universe is assigned a discrete Bowling Model rank based on
its ability to deliver over the long term and the short term as defined by these
Securities that receive a Bowling Model rank within the Top 20% of each sector are
considered prime candidates for portfolio inclusion.
Step 3: Additional Qualitative and Quantitative Review
As a further quality control, and to ensure that our model is always implemented
within the context of a changing market environment, the Bowling process incorporates
an additional qualitative and quantitative review.
All candidates are further reviewed to ensure rank integrity prior to any investment,
and as an ongoing monitoring tool on a daily basis.
Step 4: Security Selection
The highest ranked 70-75 securities are selected for portfolio inclusion.
The securities are equal weighted within each sector and the portfolio is fully
invested at all times.