An unconstrained strategy seeking investment opportunities across the entire stock market; offered through separately managed accounts
Objective – superior, long-term returns investing in primarily US-based companies with significant prospects for growth over the next three to five years.
Investor profile – seeks superior long-term returns with less concern for interim volatility
primarily US exchange-traded equities Innovative companies that are both well-managed and well-positioned to leverage demographic and secular trends
Established companies as well as fast growing, young and dynamic businesses
No market capitalization or industry bias
Critical stock selection factor – sustainability of growth attributes
Focused portfolio of 20 to 35 positions
Position weightings typically 3 - 7%
Diversified across 6 or more economic sectors
Growth bias
Annual turnover typically 20 – 40%
An unconstrained strategy, limited to 10-20 stocks, seeking investment opportunities across the entire stock market; offered through separately managed accounts.
Objective: Above average capital appreciation through a concentrated portfolio of US equities focused on the faster growing sectors of the economy
Investor profile: Seeks superior long-term returns with less concern for interim volatility
primarily US exchange-traded equities Innovative companies that are both well-managed and well-positioned to leverage demographic and secular trends
Established companies as well as fast growing, young and dynamic businesses
No market capitalization or industry bias
Critical stock selection factor – sustainability of growth attributes
Focused portfolio of 20 to 35 positions
Position weightings typically 3 - 7%
Diversified across 6 or more economic sectors
Growth bias
Annual turnover typically 20 – 40%
Princap's Core Equity Strategy is a conservative strategy designed to serve as the foundation for most investors’ portfolios; offered through separately managed accounts
Objective – out performance versus a general market benchmark over a market cycle plus downside protection
Investor profile – seeks returns that are less volatile than the market, without giving up the opportunity for excess return versus the standard benchmark over a typical market cycle of three to five years
Highly liquid, US exchange-traded equities Emphasis on companies with little or no enterprise risk favors established, mid-to-large capitalization names
Dual performance objective leads to a blend of growth and dividend-paying equities
Critical stock selection factor – valuation relative to perceived opportunity
Focused portfolio of 20 to 35 positions
Position weightings typically 3 - 7%
Diversified across 6 or more economic sectors
Growth bias with S&P 500 or better yield
Annual turnover typically 20 – 40%