US Equity Investment Management
Bowling began managing its Large Cap Core/Value Strategy using its proprietary quantitative model in 2001. The strategy is designed to provide alpha in a variety of different markets. It is appropriate for individual investors seeking to participate in the U.S. equity market in a strategy that incorporates extensive risk management elements. As a strategy based on relative value, it is also attractive to institutional clients as a portfolio that pairs well with either a deep value strategy for full value exposure or with a growth strategy for full domestic market exposure.
The disciplined strategy incorporates many risk management elements. It is broadly diversified with typically 70 to 75 holdings and is exposed to all economic sectors.