Core Equity
The Core Equity strategy is structured to provide above average, long-term, risk-adjusted rates of return while simultaneously placing a strong emphasis on capital preservations. The strategy blends large capitalization growth and value stocks, identifying sectors and companies that we believe are poised for accelerated growth. The approach provides a balanced exposure to high-quality companies with strong fundamentals, optimizing term return potential while managing downside risk.
Investment Objective
AHB’s Core Equity portfolios are structured to deliver superior risk-adjusted returns while prioritizing capital preservation. Our SMA strategy is a curated mix of growth and value-oriented large-cap equities, balancing upside potential with disciplined risk management. With a tax-sensitive approach, we emphasize low turnover to enhance after-tax returns and minimize realized capital gains.
Investment Overview
Our Core Equity Portfolios target large-cap companies that exhibit both growth and value characteristics, aligning with our commitment to risk-conscious capital appreciation. Portfolio construction is driven by our Investment Policy Committee (IPC), a team of seasoned professionals with decades of market expertise and a deep understanding of macroeconomic forces.
We implement a top-down economic framework, analyzing macroeconomic trends, sector dynamics, and global market shifts to shape our investment strategy. This perspective integrates key factors such as economic cycles, political developments, demographic shifts, technological advancements, and globalization.
At the bottom-up level, we conduct fundamental research to identify companies that meet our risk/reward criteria. Our disciplined approach ensures diversification across economic sectors, mitigating volatility and optimizing long-term returns.
We offer tailored solutions, including portfolio transition strategies, social screening, and tax-loss harvesting, to align with individual client objectives.
Stock Selection
Once our macroeconomic outlook is defined, we refine our stock selection through an extensive quantitative and qualitative assessment. We focus on established, high-quality large-cap companies with strong capital appreciation potential and robust market liquidity.
From this refined universe, we conduct deep fundamental analysis, identifying businesses with asymmetric risk/reward opportunities. We seek companies undergoing positive transformation where market valuations have yet to fully reflect intrinsic growth potential.
