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PRIVATE
INVESTORS | INSTITUTIONAL
MANAGEMENT | INVESTMENT
PHILOSOPHY
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Institutional Investment Portfolios
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Albion All-Capitalization Growth
The All-Capitalization Growth strategy is designed for
investors who seek above-average returns for the core of
their investment portfolio. This strategy assumes risk similar
to a typical long-term growth strategy. Albion invests in
a group of companies expected to have above-average earnings
growth rates in the coming three to five years. Our portfolio
managers seek to participate in rising markets while preserving
capital in declining markets.
Overview
Seeks opportunity across a full spectrum of market capitalizations
- Adds diversification to portfolio
- Allows pursuit of optimal risk/return characteristics
without arbitrary capitalization limitations
Benefits from Albion's Three-Step research process
- Art: Forward Looking, qualitative
- Mathematics: Fundamental, quantitative
- Psychology: near-term market sentiment
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Focuses on "Core Value" research effort
- Identifies companies with potential for excellent consistent
growth
- Focus on earnings and cash flow growth
Seeks growth at a reasonable price
- Business-valuation-analysis determines appropriate price
Has flexibility to reduce risk
- Company specific investment criteria
- May raise account cash percentage in times of market
overvaluation
- Determined from bottom-up individual security perspective
- Ability to raise cash may reduce investor risk in
overvalued markets
- Diversified enough to reduce volatility from a single
stock
- Concentrated enough so portfolio benefits from successful
research effort
Please contact Albion Financial
Group for more information on the All-Cap Growth Portfolio.
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Albion Focused Growth Strategy
The Albion Focused Growth Strategy is designed for investors
who are willing to accept greater volatility to pursue higher
potential returns. The strategy seeks to provide long-term
capital growth, primarily through investments in rapidly
growing companies.
Overview
The Albion Focused Growth Strategy shares the underlying
philosophy of the Albion All Capitalization Core Equity
Strategy yet differs in the following ways:
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Typically seeks opportunity primarily across small and
mid capitalization companies with excellent growth potential
- Typically greater growth potential & more volatility
than the All Capitalization
Core Equity portfolio
- Allows advisor to exploit near-term opportunities
- Diversified enough to reduce volatility from a single
stock
- Concentrated enough so portfolio benefits from successful
research effort
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Albion Small-Cap
The Small-Cap portfolio builds off of the core research
efforts that Albion has fine-tuned over our 20-plus year
history.
By its very nature, the All-Cap portfolio is limited in
the number of Small-Cap stocks it can hold. The Small-Cap
portfolio is free to focus exclusively on our very best
small-cap ideas.
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Overview
The portfolio typically consists of 20-40 positions diversified
across a spectrum of industry sectors. Companies added to
the portfolio will typically have market capitalizations
of less than $1 billion at the time of purchase.
- Utilizes Albion's core investment research process
- Focuses on small-cap companies (typically < $1B at initiation)
- Diversified enough to reduce volatility from a single
stock
- Concentrated enough so portfolio benefits from successful
research effort
Please contact Albion Financial
Group for more information on the Small-Cap Growth Portfolio.
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Albion Mid-Cap
This portfolio builds off of the core research efforts
that Albion has fine-tuned over our 20-plus year history.
The All-Cap portfolio strives to remain diversification
across market capitalizations and is thus limited in the
number of mid-cap stocks it can hold. The mid-cap portfolio
is free to focus exclusively on our very best mid-cap ideas.
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Overview
The portfolio typically consists of 20-40 positions diversified
across a spectrum of industry sectors. Companies added to
the portfolio will typically have market capitalizations
of between $1 - $5 billion at initiation.
- Utilizes Albion's core investment research process
- Focuses on mid-cap companies (typically $1-$5B at initiation)
- Diversified enough to reduce volatility from a single
stock
- Concentrated enough so portfolio benefits from successful
research effort
Please contact Albion Financial
Group for more information on the Mid-Cap Growth Portfolio.
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Albion Balanced Account
The Albion Balanced Account combines the Albion All-Cap
Growth strategy for the equity portion of the portfolio
with the Albion Fixed Income Strategy for the fixed income
portion of the portfolio.
The Balanced Account strategy is designed for investors
seeking long-term growth, current income, and stability
for their investment portfolio. The Balanced Account Strategy
assumes less risk than a typical long-term balanced account
strategy. Albion seeks to create consistent cash flow from
the portfolio, while pursuing long-term growth in rising
markets and preserving capital in falling markets.
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Overview
Please refer to the Albion All-Cap Growth
description for a summary of the strategy employed for
the equities portion of this portfolio.
Seeks to reduce portfolio volatility through
- Comprehensive Credit quality analysis
- Minimizing impact of adverse interest rate trends
Seeks to maximize current income through
- Exploiting term structure of interest rates
- Profiting from changes in interest rates
Please contact Albion Financial
Group for more information on the Balanced Account Portfolio.
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