June 29, 2016
Portfolio Manager-Sub Advisor for Logan Capital Management
Combining Growth and Value Stocks to Reduce Volatility
Our methodology includes a strong appreciation for the necessity of risk controls. We believe that a short allocation helps manage overall portfolio risk. We also believe that the combination of growth and value stocks also helps to manage overall portfolio risk.
The following interview discusses our viewpoint that a combination of 60% growth stocks and 40% value stocks helps to reduce volatility and potentially enhances returns. We also discuss our belief that by adding a short component to a mix of growth and value long holdings, one can further lower volatility and possibly further improve returns .
The following interview discusses our viewpoint that a combination of 60% growth stocks and 40% value stocks helps to reduce volatility and potentially enhances returns. We also discuss our belief that by adding a short component to a mix of growth and value long holdings, one can further lower volatility and possibly further improve returns .
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