Style and Approach
- Our primary investments are in large
capitalization (cap) domestic stocks.
- Our large-cap equity approach typically
blends growth and value stocks.
- We also offer equity management that
emphasizes dividend-producing stocks.
- Diversification among small-cap, mid-cap, and international stocks is dependent on your
objectives and risk tolerance.
- Portfolios are actively managed, but turnover
tends to be low.
- Our style is also adaptable to “social” screening.
Process
- All decisions are made locally by Broadway
portfolio managers.
- Company selection is primarily based on a proprietary screening process which considers industry and company-specific fundamentals, intrinsic value
relative to market value, and economic margin.
- We emphasize stock and industry diversification.
- 40 to 60 stocks in each portfolio
- Representation in diverse industry sectors
- Further diversified into sub-sectors
- Weightings vary from sector to sector
- We execute trades to minimize client costs
($.06 per share).
Back to "Customized Approach"
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