Products
Large and Small Capitalization Value Equities
Value stocks are those that have generally fallen out of favor in the marketplace and are considered bargain-priced compared with book value, replacement value, or liquidation value. Typically, value stocks are priced much lower than stocks of similar companies in the same industry.
This lower price may reflect investor reaction to recent company problems, such as disappointing earnings, negative publicity, or legal problems, all of which may raise doubts about the companies' long-term prospects. These equities trade on US recognized stock exchanges.
Large cap value equities have a market capitalization over $5 billion.
Index: The Russell 1000 Value
Small cap value equities have a market capitalization of between $150 million and $500 million.
Index: The Russell 2000 Value
Mid and Small Capitalization Growth Equities
Growth companies seek to achieve high earnings growth regardless of economic conditions. Mid cap Growth equities have a market capitalization between $500 million and $5 billion.
Index: The Standard & Poors Midcap
Small cap growth equities have a market capitalization of between $150 million and $500 million.
Index: The Russell 2000 Growth
Domestic High Yield Bonds
Bonds issued by lower-rated corporations, sovereign countries and other entities rated BA or BB or below and offering a higher yield than more creditworthy securities; sometimes known as junk bonds.
Index: The Salomon Smith Barney Long-Term High Yield Bond
Private Equities
Private Equity is the ownership stake that results from investment in a private (not publicly traded) company. The various stages of private equity opportunities range from early stage seed capital to mezzanine financing to late stage and buyout investments.
International Equities
Established international companies with market capitalizations exceeding $5 billion.
Index: The Morgan Stanley EAFE (Europe Australia Far East)
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