Strategies

Income Balanced Concentrated All-Cap Equity
Equity Asset Allocation 25-40% 50-80% 100%
Fixed Income &
Cash Allocation
50-75% 20-50% 0%
Number of Holdings 40-65 35-50 20-30
Equity Company Size All-Cap All-Cap All-Cap
Investor Structure Managed Account Managed Account Managed Account
Strategy Inception 2013 2008 2008