Equity Management Investment Strategy

Our Methodology for Equity Management

• Multi-asset diversification: Asset diversification encompasses investment style, asset class, domestic and international equities, and large, mid, and small cap stocks, as well as growth and value styles
• Market inefficiencies: We monitor markets to uncover overlooked securities that we believe offer value, including closed-end funds trading at discounts to their net asset value and exchange-traded funds providing diversification
• Efficient trading: We employ trading technologies to affect asset purchases and sales, with a goal of delivering value to your portfolio by selling assets when they reach upper valuation targets or when similar securities can be purchased for better relative values