Arcataur
Large Capitalization Equity Portfolio
The
Arcataur Large Capitalization Equity Portfolio
provides investors a separately managed account consisting
of high quality, blue chip stocks which offer growth opportunities
at a reasonable price. We believe that our disciplined, top-down
approach, combined with company specific fundamental analysis,
will provide above average long-term growth, while at the
same time explicitly controlling for portfolio risk. The investment
objective is to consistently outperform the S&P 500 on a total
return basis.
- High quality, blue chip and growth at a reasonable
price style
- Top down approach
- Fundamental analysis focus on financial and operating
quality
- Valuation considerations lead to a diversified core
style
- Technical analysis is utilized for timing decisions
- Portfolio construction utilizes the "45/15"
principle for individual investors
- Investment for long-term growth at reasonable prices,
by structuring portfolios around selected investment themes
with staying power; these themes reflect economic and
social forces shaping business opportunities for several
years at a time
- Recognizing dominant investment themes also reinforces
the discipline to hold fast in the face of adverse short-term
developments
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