Our Strategic Equity strategy is a large-cap core U.S. stock portfolio with ADR's designed to outperform the S&P 500 Total Return Index, net of management fees, over rolling three to five-year periods. Using in-house generated fundamental research and a proprietary risk-management process, Strategic Equity seeks to maximize excess return while minimizing tracking error relative to the S&P 500 in order to maximize its risk adjusted return as measured by information ratio.
Our High Conviction Equity strategy is a large-cap U.S. stock portfolio with ADR's designed to outperform the S&P 500 Total Return Index, net of management fees, over rolling three to five-year periods. It is constructed of no more than 15 names, generally 5-10% position sizes, sourced from the Strategic Equity strategy. This is a highly active strategy suitable for investors with an appropriately high tolerance for risk and variability versus the benchmark as higher returns are targeted versus more diversified strategies.
Our Chilton REIT Strategy invests in publicly traded U.S. equity REITs to provide clients with diversification, a growing income stream, and the potential for long term appreciation. With the objective of outperforming the MSCI U.S. REIT Index, net of management fees, the Chilton REIT Strategy uses a combination of research efforts and our proven investment approach to construct a high conviction portfolio consisting of 20-30 securities with relatively low turnover.