ALL CAP CORE EQUITY Roosevelt Quarterly rief December 31, 2019
All Cap Core Equity
Quarterly Brief | September 30, 2020
Roosevelt
Investments
Investment Philosophy
The All-Cap Core Equity portfolio invests primarily in common stock of all investment styles and market capitalizations. At the heart of our investment philosophy is thorough, independent, fundamental research. We attempt to identify structural changes, whether they might be economic, political, social, demographic, or industry-specific, which are translated into long-term investment themes. The goal of our unique risk management approach is to reduce the portfolio's downside market exposure while still allowing for its participation in up-markets.
Market Cap and Style Flexibility
Stock selection from a diverse universe of approximately 5,000 companies
Integrated portfolio construction of diversified investments regardless of market cap, investment style or domicile
Target maximum portfolio exposure of 70% in any one investment style (Value / Growth) and/or market cap (SMID/ Large)
Thematic Approach Our top-down fundamental research seeks to
identify investment opportunities influenced by:
Changes in government regulations Changes in technology Changes in industry consolidation Changes in demographics
Theme Mobile World 5G Healthcare Revival Touch of Templeton Natural Hedges Demographic Dividends Corporate Catalyst Cannabis Non-Thematic Holdings Cash
% of Portfolio 23.20 13.45 12.50 6.60 6.30 5.60 5.20 3.50 21.25 2.40
All Cap Core Equity: A Whole Market Approach
large-cap $10B+
value
8.80%
Style
core
33.35%
growth
35.75%
mid-cap $2-10B
2.10% 9.00% 7.60%
small-cap ................
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