Equity Strategies

These portfolios are constructed with representation across most of the ten economic sectors and employ an active sector allocation strategy.  They are focused portfolios emphasizing a core strategy, risk management, and lower turnover.   The stock selection process is designed to identify companies capable of creating true economic value with the ability to sustain that value creation over time.

Five Key Elements to Stock Selection:

  • Seek companies with a history of wealth creation
  • Identify companies that have low market expectations relative to growth prospects
  • Perform fundamental analysis to determine ability to maintain key drivers of economic profitability
  • Calculate intrinsic value of attractive companies based on future economic margin forecasts
  • Select companies based on relative valuation and likelihood of sustained value creation

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ATManaged Large Cap Core

ATManaged Large Cap Core

Objective

The ATManaged Large Cap Core portfolio seeks to provide superior risk-adjusted returns and long-term capital appreciation by investing primarily in large cap equities.  Also, its goal is to outperform the S&P 500 index over a full market cycle

Portfolio

  • Focused portfolio of 35-50 securities
  • Average market cap greater than $25 billion
  • Broadly diversified by industry and sector
  • Sector neutral philosophy
  • Cash less than 5 percent

ATManaged Mid Cap Core

ATManaged Mid Cap Core

Objective

The ATManaged Mid Cap Core portfolio seeks to provide superior risk-adjusted returns and long-term capital appreciation by investing primarily in medium sized companies.  Also, its goal is to outperform the S&P 400 and Russell Mid Cap indices over a full market cycle

Portfolio

  • Focused portfolio of 35-50 securities
  • Average market cap of less than $10 billion
  • Diversified across most economic sectors
  • Active sector strategy applying over/under weight positions based on secular market trends
  • Active cash strategy, typically not to exceed 15 percent