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Balanced
Portfolios
The Firm constructs diversified portfolios consisting of fixed income assets, North American and International
equities. The asset mix is reviewed weekly by our Investment Strategy Committee. The process
includes
a detailed discussion of domestic and an international macro-economic factors, relative valuation levels
of equity versus fixed income markets, as well as internal forecasts of interest rate trends, currency levels,
and corporate profits. The objective is to add value through longer term asset mix positioning rather than short
term trading. The portfolio's volatility is kept to a minimum by implementing only incremental asset mix
changes.
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