U.S. Equities Strategy
Description:
The Marvin & Palmer U.S. Equities Strategy is implemented for investors on a separate account basis. The strategy invests in U.S.-listed equities and is managed relative to the S&P 500 Index.
Date of Inception:
August 1, 1988
Investment Approach:
Invests in high-quality companies supported by favorable industry trends.
Target Range of Holdings:
Generally 20 – 30
Benchmark:
S&P 500 Index
Portfolio Managers:
David Marvin, Stephen Marvin
Portfolio Analyst:
Doug Sanna
Management Fees:
1.00% annually of assets under management
Why The U.S. Equities Strategy
- Longstanding global investors with significant asset allocation experience
- Superior, long-term track record
- Concentrated portfolios
- Tax sensitivity and strong risk controls
To see Marvin & Palmer Associates Client Relationship Summary, please click here.
Marvin & Palmer Associates does not claim GIPS compliance.