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Balanced Management:
Please contact the sales representative serving your area to receive a complete Balanced Management Product kit.
Top 10 Holdings
Philosophy
Berkeley Capital Management’s Balanced investment philosophy is based on
the belief that equities are the preferred asset for achieving superior
returns. However, the optimum balance of potential returns and risk can
vary significantly over the course of a business cycle, and value can be
added by adjusting the allocation between stocks and fixed income
securities. We offer Balanced portfolio management investing in stocks,
bonds, and money market instruments, which may be appropriate for accounts
seeking capital appreciation with less volatility.
Investment Process
Our standard Balanced portfolios are 60%/40% (stocks/bonds) with the
equity portion of the portfolio varying within the range of 40% to 80%.
Specific allocation guidelines are established for each client. Our
Balanced management seeks to make timely shifts utilizing proprietary
models and qualitative judgments. The proprietary process is based on
integrating three investment approaches: fundamentals, valuation and
market behavior analysis.
The focus in each approach is as follows:
- Fundamental – focus on measuring the rate and direction of change in
inflation, monetary trends, and comparative analysis of the dynamics of
profit momentum versus consensus earnings estimates;
- Valuation – analyzes 5-year government bond interest rates, equity
risk premium, expected earnings growth and the historical comparison of
the yield for stocks versus US Treasuries; and
- Market behavior – analyzes the S&P 500’s absolute price momentum, and
extremes in investor sentiment regarding stock prices and interest rates.
Although the 60%/40% asset mix is considered standard, the
portfolio can be adjusted to reflect client requirements regarding risk
tolerance and rate of return objectives. Unlike market timing strategies,
Berkeley’s asset shifts are moderate and reinforce participation in
established trends favoring one asset class over another. Within each
asset class, equities and fixed income, levels of sector risk and
security selection risk are controlled as agreed with each client.
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Copyright 2001 Berkeley Capital Management.® All rights reserved.
Berkeley Capital Management is registered with the SEC under
the Investment Advisors Act of 1940. All information provided herein
is general in nature. Nothing on this page constitutes an offer to
sell securities, provide investment services of any description, nor
constitutes investment or legal advice.
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