|
About Us | Personnel | Resources | Contact
Delta Asset Management Division:
333 South Grand Avenue
Suite 1450
Los Angeles, CA 90071
Telephone:
Fax:
Enhanced Index
- Outgrowth of Our Core Product Strategy
- Market Weights All Economic Sectors/Removes Business Environment Analysis
- Relies on our Ability to Pick Stocks/Fundamental Dynamics and Valuation Analysis
- Typically Holds between 125 and 150 Stocks Very Low
- Turnover/Re-Balance Quarterly or As Needed
Investment Philosophy and Process
“Manager for All Seasons”
Delta’s investment philosophy is focused on identifying and analyzing change at both the macroeconomic and industry/company level. From a macroeconomic perspective, Delta believes that changes in the business environment have important implications for portfolio structure. This viewpoint forms the framework for building a portfolio that will benefit from the expected economic landscape. From a company and industry perspective, security analysis searches out companies that are expected to benefit from positive fundamental change, but where current valuations fail to reflect the improvement. Our investment philosophy utilizes a three-pronged approach that
- Sector Approach - assesses macroeconomic change in the structuring of the portfolio
- Company/Industry Approach - finds companies with positive business momentum and
- Valuation Approach - analysis as the screening factor for ultimately buying and selling securities in the portfolio.
This three-pronged approach results in a diversified portfolio that is able to outperform in both rising and falling market environments.
About Us | Personnel | Resources | Contact
Copyright 2001-2004 Berkeley Capital Management LLC.® All rights reserved.
Click here for Compliance Disclosures.
|
