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The cornerstone of the investment philosophy at Rorer is to buy high quality, but currently “out of favor,” securities with strong investment fundamentals that are positioned for growth. The firm has found that this approach leads to a reduction of risk, while providing excellent risk-adjusted returns throughout the investment cycle.
Rorer's Balanced Strategy seeks to reduce risk by investing a portion of the portfolio in bonds. Rorer’s typical allocation is 60% equities and 40% bonds, but allocations are flexible dependent on client needs. The equity portion is managed using Rorer’s Large Cap Relative Value Strategy and the fixed income portion is managed using an Intermediate Term Fixed Income Strategy.
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