Equity Philosophy
INVESTMENT MANAGEMENT
PHILOSOPHY/STYLE/STRATEGY
Investment Philosophy - We Believe:
- In focusing on preserving capital in protracted declining markets without giving up real rates of return in advancing markets as the true way to create and preserve wealth.
- In a disciplined and consistently applied investment process that is client friendly, easily implemented and understood, with cost effective management fees and low portfolio turnover.
- Economy, simplicity and reliability in an investment strategy enhance the likelihood of success.
- In achieving returns less volatile than the major market indexes with higher returns.
- In a quantitative value oriented defensive process that is free from the individual bias of research analysts and/or portfolio managers.
Investment Style:
- Our actively managed enhanced investment styles focus on all capitalization stocks utilizing a blend of growth and value stocks in both domestic and international markets quantitatively selected from a specified universe of stocks. The blend of stocks will vary according to our Allocator Pro, Value, or Blue Chip strategies.
Investment Strategy:
- Steeloaks Allocator Pro, Value, and Blue Chip strategies are uncomplicated, understandable, and dynamic in providing results. Each strategy is actively managed and utilizes a consistently followed equity selection and portfolio weighting process with annual portfolio rebalancing. Portfolios are constructed according to each investment strategy using one or more of the following enhancements:
- Weighted Enhancement Determines the percent weighting of each security in the appropriate universe of stocks.
- Price Enhancement Identifies low priced stocks.
- Dividend Yield Enhancement Identifies higher dividend yielding stocks.
- Stock Universe Enhancement Determines stock universe for each investment strategy.
- Portfolio Allocation Enhancement Determines the percentage allocation to each enhancement, universe and/or security.