Strategies

CORE VALUE STYLE

  • Value-based investment model
  • Emphasis on risk control
  • Diversified across economic sectors
  • Diversified across capitalization sectors
  • Low portfolio turnover
  • Long-term perspective
  • Benchmark: S&P 500 Index

SELECT EQUITY STYLE

  • Value-based investment model
  • Above average risk parameters
  • Non-diversified across economic sectors
  • Non-diversified across capitalization sectors
  • Higher portfolio volatility
  • Small company emphasis
stategies-keene associates