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

View Karpus Composite compared to Morningstar 65% Average Domestic Stock Fund-35% Average International Stock Fund

Periods ending 12/31/23

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