US Large Cap Core Balanced

Estabrook’s balanced strategy seeks both income and long-term capital growth by investing in approximately 70% equity and 30% fixed income, although allocation can be catered to specific client objectives. Combined with our US Large Cap Core service, the 30% fixed income allocation aims to manage both credit and interest rate risk. Issuer’s fundamentals undergo thorough analysis, including evaluation of the overall health of the balance sheet and financial performance.

Our investment committee meets regularly to address portfolio construction in the context of our economic outlook and emphasis on secular trends and strategic themes. We review sector allocations, stock specific fundamentals, position sizes and price targets. Ongoing risk decomposition and performance attribution reviews round out this process.

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To speak to a representative or request more information, please use the contact details below.
Bill Baird
Director, Business Development
New York
900 Third Avenue Suite 1004 New York, NY 10022
Bob Wallace
Marketing and Client Services
(212) 605-5535 rwallace@estabrookcap.com
Florida
822 AlA North Suite 201 Ponte Vedra Beach, FL 32082