Equity
Greenwood Capital uses a disciplined approach in the management of equity portfolios. We invest in high quality, large capitalized companies with a history of strong earnings growth. Our goal is to build a portfolio that will not only outperform the market, but one that is broadly diversified among the various economic sectors.
Our process involves an assessment of the current economic, market and political environments with respect to the overall business cycle and sector trends. After identifying the most promising sectors, we move to the selection of the individual companies focusing on those that exhibit superior growth prospects relative to the market; solid fundamentals and strong management teams; and reasonable valuations relative to the market.
Our investment process yields a portfolio of 35 - 55 core holdings that is the foundation of our equity model. As an integral part of our equity management process, we continuously monitor the fundamentals and valuation of the companies in this model equity portfolio. Our committee of investment professionals meets weekly to assess the model portfolio holdings and sector weightings and to evaluate new investment opportunities.
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