Risk Managed Portfolio

Philosophy

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.

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Process

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 50+ measures.

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.