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Global Conviction


- All-cap core equity portfolio.
- Roughly 17-25% international exposure
- Made up the highest conviction positions from 6 contributing SMA managers.
- Three Large-cap managers, one mid-cap manager, one small-cap manager, and one international manager.
- 50 total stock holdings.

3P


- Fully customized bond portfolios from tenor to yield.
- Semi-concentrated, high conviction portfolios with low portfolio turnover.
- Uses a proprietary screening model to find investments based on asset coverage, profitability, liquidity, cash-flow, and capital structure.
- Usually 25-30 holdings.

EIP


- Fully customized bond portfolios from tenor to yield.
- Semi-concentrated, high conviction portfolios with low portfolio turnover.
- Uses a proprietary screening model to find investments based on asset coverage, profitability, liquidity, cash-flow, and capital structure.
- Usually 25-30 holdings.



Fact Sheets