Diversified Capital Builder Strategy
The strategy targets long-term total return by primarily investing in an actively managed portfolio of equity and fixed income securities, with an emphasis on equity.
Competitive advantages
Asset class flexibility
The team analyzes each component of a company’s capital structure, seeking the best relative-value opportunities and total return potential.
Process resilience
The team’s process can uncover additional opportunities and assist in preserving liquidity during periods of extreme market stress.
Independent risk management
The team’s risk analysis is overseen by the Office of the CIO and implemented by over 30 dedicated team members.
Leveraging coordination, research, and flexibility to drive returns.
The team philosophy employs the belief that each asset class has a defined and fundamental role when constructing portfolios for clients.
