Equity
The Miles Capital equity team has a wealth of experience and a long track record of helping clients reach their investment goals. The team employs a disciplined, risk controlled investment process that focuses on identifying undervalued stocks that have the greatest potential for long-term outperformance. 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 outperformance.
Large-Cap Equity Investment Strategies:
Large-Cap Diversified
Large-Cap Diversified portfolios are managed to provide long-term capital appreciation and dividend income. This strategy focuses on quantitative screening and fundamental analysis to invest in a broadly diversified portfolio of 60 to 70 large capitalization stocks.
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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 with improving cash flows, large stock buybacks, better-than-market dividend growth or capital redeployment to improve productivity. The portfolio invests in 35 to 50 stocks and utilizes a risk-budgeting methodology in portfolio construction.
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Small-Cap Core Equity Investment Strategy
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.