|
| Background | Philosophy | Equity Investments | |||||
| Fixed Inc. Investments | Difference | ||||||
Equity Investments |
|||
 |
Client objectives woven into stock selection as we seek to outperform through optimal diversification & active management | ||
|
"Top down(macroeconomic factors & portfolio strategy) meets "bottom-up"(securities analysis) so that variety of research brought to bear on investment ideas | ||
|
Stocks which offer excellent value rigorously analyzed for fundamental attractiveness & growth potential | ||
|
Portfolio continuously monitored | ||
|
Substantially fully invested in most market environments |
Copyright
© 2006 Oakwood Capital Management LLC. All Rights Reserved.
Terms
of Use