Our strategies
A suite of actively managed equity strategies created to address a range of risk profiles.
- RWA FOCUSED VALUE
This portfolio seeks to provide investors with current income and long-term capital appreciation by investing in a select group of high-quality companies trading at a value compared to their industry peers. This strategy employs a tactical approach with the objective of aligning portfolio holdings with prevailing market conditions, assuming an opportunistic, defensive or neutral posture as opposed to the benchmark. This is a style-centric strategy focused on investing in U.S. large-cap value stocks. Focused Value is our flagship value strategy, with a more concentrated version available for smaller accounts and a 60% equity/40% fixed-income version available for more moderate investors. The baseline allocation for this strategy is 100% stocks, though the portfolio management team maintains discretion to raise up to 10% cash.
- RWA FOCUSED GROWTH
This strategy seeks to provide investors with capital growth by investing in select companies with high long-term growth potential. It employs a tactical approach with the objective of aligning portfolio holdings with prevailing market conditions, assuming an opportunistic, defensive or neutral posture as opposed to the benchmark. This is a style-centric strategy investing in U.S. large-cap growth stocks. Focused Growth is our flagship growth strategy. The baseline allocation for this strategy is 100% stocks, though the portfolio management team maintains discretion to raise up to 10% cash.
- RWA GLOBAL OPPORTUNITIES
This strategy seeks to provide long-term growth of capital by investing in U.S. common stocks and American Depository Receipts (ADRs) of companies located throughout the world. Global Opportunities is our most diverse equity strategy, with the ability to tactically overweight or underweight U.S. or international stocks and apply either growth or value investment disciplines. The baseline allocation for this strategy is 100% stocks, though the portfolio management team maintains discretion to raise up to 10% cash.
- RWA DIVIDEND GROWTH
The Dividend Growth strategy seeks to provide long-term capital appreciation and income growth by investing in a concentrated portfolio of high-quality companies with a history of raising dividends. The strategy’s objective is to invest in dividend-paying equities trading at reasonable valuations, as well as stocks of companies that demonstrate an ability to grow earnings and dividends along with free cash flow. This strategy is 100% stocks, but the portfolio management team can hold up to 10% in cash.