A client wanted access to the Cornerstone philosophy and process, but required a specific market cap exposure with a cash overlay.
Our team worked closely with the client, identified their need, and found a solution.
Custom Solutions – Client Specific Mandates
Problem
Solution
We combined the Concentrated 30 and Opportunistic SMID-Cap Value (OSMCV) strategies to address the market cap exposure.
We utilized the Compass strategy reading to determine the cash level.
The result: All-Cap 40
A multi-cap value product with cash overlay.