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The WB Capital Management equity team has a wealth of experience and a long track record of helping clients reach their investment goals. The four person team employs a disciplined, risk controlled investment process that focuses on identifying stocks that are undervalued and have the greatest possibility of long term out performance. The process includes focus on fundamental factors such as cash flows and return on assets. Additionally, risk controls such as sector and individual security weights are carefully scrutinized. Further, current and prospective holdings are constantly monitored for changes in fundamentals that may affect the likelihood of future out performance.
Learn More about our Investment Strategies:
Large
Large-Cap Diversified
Large-Cap Diversified portfolios are managed to provide long-term capital appreciation and dividend income. This strategy invests in a broadly diversified portfolio of large capitalization stocks. This portfolio invests in 60-70 stocks and utilizes a process focused on quantitative screening and fundamental analysis.
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Large-Cap Value
Large-Cap Value portfolios are managed to provide long-term capital appreciation from large capitalization stocks that generally provide high dividend yields and low price-to-earnings ratios. This strategy invests in value-oriented companies deliver improving cash flows, large stock buybacks, better than market dividend growth or capital redeployment to improve productivity. This portfolio invests in 35 to 50 stocks and utilizes a risk budgeting methodology in portfolio construction.
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Mid
Mid-Cap Equity
Mid-Cap Equity portfolios are managed to provide long-term capital appreciation from mid-cap stocks. This strategy invests in companies with improving operating cash flows, growing revenues, and high returns on investment. This portfolio invests in 40 to 60 growth and value stocks with market capitalization ranges from $1 billion to $10 billion.
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Small
Small-Cap Core Equity
Small-Cap Core equity portfolios are managed to provide long-term capital appreciation from small cap stocks. This strategy invests in companies with discounted valuations, while having identifiable catalysts that generate economic value for shareholders. This portfolio invests in 45 to 60 growth and value stocks with market capitalization ranges from $250 million to $2.5 billion.
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Blend
SMID-Cap
SMID-Cap portfolios are managed to provide long-term capital appreciation from a blend of our small and mid cap strategies. This portfolio is designed to for investors seeking a separately managed account and who desire to hold stocks from a market capitalization range from $250 million to $10 billion. This portfolio typically holds 50 to 70 stocks.
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