concentrated equity strategy

OBJECTIVE: The Concentrated Equity Strategy seeks long-term appreciation.


The Sarofim Concentrated Equity Strategy seeks to primarily invest in domestically traded common shares with large market capitalizations and high daily trading volumes. American Depositary Receipts, preferred stocks, and foreign stocks may also be included if permitted by client guidelines. Concentrated Equity Strategy portfolios will typically be comprised of 15-30 stocks with a maximum weighting of 20% of the portfolio in a single security.