Growth and Value Blend Equity
The Growth and Value Blend strategy seeks to provide the best of both worlds in one portfolio: recognizing the portfolio manager’s job to allocate capital where it is most likely to be rewarded and opportunistically enhance client returns. The ability to move among “growth” and “value” companies of all capitalizations can reduce style and capitalization risk.
Growth and Value Blend Balanced
A balanced version of the Growth and Value Blended strategy incorporates high quality and short/intermediate duration portfolios of either taxable or tax exempt bonds and can include some preferred stocks, Treasury inflation Protected Securities and other income generating and portfolio value-protecting investments. We do not take much risk here because the returns of income generating portfolios do not ordinarily justify it. However, lack of risk should not be confused with lack of creativity. The bonds provide an anchor to windward for the portfolio and also income for clients that may need it.