Driven by Earnings, Focused on Results
Our Disciplined & Proven Approach
Our Investment Strategies
WestEnd Capital Management’s clients have separately managed accounts (SMAs) invested in one or both of the strategies below, depending on your specific objectives. In an effort to bolster absolute returns in a risk managed way, we prefer to maintain a more concentrated portfolio of 20 to 40 individual positions.
Core Growth Equity Portfolio
Invests in a diverse group of 30 to 40 equities. The primary objective is to maximize returns on a risk-adjusted basis. The portfolio is primarily invested in U.S. and foreign equities.
Equity Income Portfolio
Invests in 25 to 30 securities primarily for current income and cash flows, with a secondary objective of long-term capital appreciation. The portfolio is invested in common stocks, preferred stocks, REITs, MLPs, and similar income-generating instruments.
