Objective
The Rorer Balanced Strategy’s objective is to achieve long-term capital appreciation through a diversified portfolio of equity and fixed income securities. The Strategy’s investment objectives emphasize risk reduction and preservation of capital.
Investment Strategy
The Rorer approach to Balanced Portfolio management combines two investment styles representing Rorer’s Large Cap Relative Value Equity Strategy and Intermediate Maturity Fixed Income Strategy. This results in a balanced strategy that seeks to reduce portfolio management volatility and achieve competitive market returns. To achieve this goal, Rorer combines its risk-aware stock selection process with the appropriate allocation to fixed income securities, making minor adjustments to the asset allocation, as market conditions require. Rorer’s target allocations range from 65% to 55% for equity and from 45% to 35% for fixed income with a predominant mix of 60% equity and 40% fixed income.
|
|
