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Capital Appreciation Strategy

 

Portfolio Managers:

William Smead
Tony Scherrer, CFA

Strategy:
Seeks long-term capital appreciation through concentrated positions; it will maintain approximately 25-30 companies in the portfolio. This portfolio invests in U.S. large capitalization companies through the ownership of common stock.

Investment Objective: Long-term Capital Appreciation

 

Inception of Strategy: 2008

 

Capital Appreciation Strategy Assets Under Management: $26.1 million*

Separate Account Investors Mutual Fund Investors

To view the top ten holdings and portfolio characteristics of a representational account, please download the quarterly update 

 » Individual Investors

» SCM Quarterly Newsletter - July 20, 2009


*All accounts, including mutual funds, as of 6/30/2009  

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