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TW Diversified Core Strategy
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This strategy has a selection discipline with allocations to ETFs for diversification by Style, Size and Market. The portfolio allocations include Large, Small-Mid and International equity securities. |
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The TW Diversified-Core strategy utilizes multiple styles to achieve full equity diversification in one portfolio. We combine our TW Core Equity (Large Cap) selection discipline with exchange traded funds (ETFs) representing additional allocations into small-cap, mid-cap international, or sector areas to increase diversification. Strategically, allocations may represent investments in areas where the true value is not recognized at that point in time. We hope to capitalize on opportunities in addition to maintaining a more complete portfolio of securities. Each investor may have different objectives, therefore we offer both equity and balanced allocations.
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Philosophy
- Maximize Investment Returns
- Maintain Diversification
- Practice Margin of Safety Investing
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Investment Process
- Stock Selection: Analyze the Business and the Stock price seeking appropriate Growth to Value attributes
- Allocation: Analyze asset classes to determine appropriate target weighting based upon:
Fundamental Valuation
Economic Outlook
Technical, Sentiment Data
Implement allocations and monitor portfolios
Investment Vehicles Used
- Individual Stocks
- ETFs - Exchange Traded Funds
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