| Balanced Management Build upon
a Common Philosophy Great Lakes Advisors combines
our large cap value and fixed income styles for balanced
portfolios.
The firm's equity and fixed income portfolio
managers bring over 50 years of experience to the investment
process. Equity and fixed income styles are build upon a
common philosophy resulting in a consistent firmwide thought
process and a lower risk approach to balanced firm
management.
The firm's approach is based on strategic
rather than tactical or "market-timing"
considerations. The market's current risk and return
parameters are measured through a structured methodology that
studies relative value of stocks and bonds, valuation relative
to history, and liquidity trends and their relation to financial
asset prices.
Overall goal is to provide the best
combination of financial asset classes, given prevailing market
conditions, which meets client guidelines.
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In
Summary
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A proven approach to balanced
investing implemented consistently.
A value equity component based upon
established companies building earning power and
priced attractively.
A fixed income component build upon
long-term relative value and income streams.
Competitive returns with lower volatility
than the market and other managers as a whole.
Skilled, experienced investors, and
proactive service that keeps clients informed and
involved.
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Brochure
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Click here to
download our brochure
explaining our value equity program. This download
is in PDF format. If you do not have a PDF reader
you can download one from here for free. |
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