Offering Solutions – Client Specific Mandates

all cap 40

Problem

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.

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.