Concentrated Equity Strategy

The Concentrated Equity Strategy is a low-turnover, high conviction, deeply concentrated portfolio that holds the 12 “best idea” positions from the Equity Growth and Equity Income strategies. The Equity Growth strategy invests in large-cap U.S. stocks with growth as a primary objective and income as a secondary focus. The Equity Income strategy also invests in large-cap U.S. stocks, but with a primary focus on income, and growth as a secondary objective. Both Equity Growth and Equity Income select and invest in securities based on our proprietary buy/sell research disciplines and rigorous 12 Factor analysis process.

Strategy Leader: Nancy Tengler
Strategy Team Member: David Jeffress

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