Strategies

At IronOak, we believe that attractively-valued companies with solid business fundamentals offer the potential for superior returns with lower volatility over the long term. By investing across sectors and across investment styles, the result is a more diversified portfolio. Each of our portfolios utilizes a long-term investment philosophy focused on capital appreciation with a secondary objective of income.

Large Cap Core Equity

The strategy seeks to provide long-term capital appreciation by investing in large cap stocks ($3 billion or more in market cap) that have attractive valuations relative to their sectors and improving fundamental characteristics.

This portfolio is available through individually managed accounts and subadvisory relationships.

Mid-Cap Core Equity

The strategy seeks to provide long-term capital appreciation by investing in mid-cap stocks (companies with market capitalizations similar to those in the Russell Midcap Index) that have attractive valuations relative to their sectors and improving fundamental characteristics.

This portfolio is available through individually managed accounts and subadvisory relationships.