Strategy Asset Managers

Products

Market Oriented - a market oriented, domestic equity strategy that invests in stocks found in the S&P 500 universe. The investment objective is to outperform its benchmark (the S&P 500 index) utilizing a market-oriented approach for security selection. This strategy combines fundamental characteristics analysis with quantitative analysis (based on a proprietary stock selection model) to select the top 50 best performing stocks within the S&P 500. See Performance.

Market Oriented Balanced - a market oriented, balanced strategy that invests in stocks found in the S&P 500 universe and high quality fixed income securities. The investment objective is to outperform its benchmark (the Balanced index) utilizing a market-oriented approach for equity selection and a laddered approach to fixed income investment. The equity portion of the strategy combines fundamental characteristics analysis with quantitative analysis (based on a proprietary stock selection model) to select the best performing stocks within the S&P 500. The fixed income portion of the strategy allocates 30 to 60 percent of the portfolio to US bonds (US Treasuries, Agencies and Corporates). See Performance

Worldwide Balanced - a relative value, global balanced strategy originated to adopt the efficient frontier approach to investing. This strategy is for the dollar denominated investor with a lower risk tolerance and an interest in a global portfolio with a smaller exposure to the international markets. The strategy will commit 5 to 15% of a portfolio to non-US stocks (in the form of ADRs), 40 to 65% in domestic equities and 20 to 35% in U.S. Treasury Notes See Performance

Worldwide Equity - a relative value, global equity strategy originated to adopt the efficient frontier approach to investing. This strategy is for the dollar denominated investor interested in a global portfolio with a smaller exposure to the international markets. The strategy will commit 10 to 30 percent of a portfolio to non-US stocks (in the form of ADRs) and 70 to 90 percent in domestic equities. See Performance