TRADITIONAL STRATEGIES
Alpine Saxon Woods Balanced Strategy
FUND LITERATURE
Investment Strategy Overview
Diversified, Multi-Asset Portfolio
- Balanced accounts include fixed income instruments plus equity exposure in the form of our Alpine Woods Dividend Strategy
- Provides diversified income and ideally lower volatility
- Often an appropriate investment strategy for our Foundation, Endowment and Charitable clients, as well as those seeking lower volatility
Portfolio Construction Parameters
Fixed Income Portion: Portfolio Construction Parameters
- Typical asset allocation includes fixed income instruments of 0%–40%, and an equity allocation of 60%–100%
- Fixed income allocated by the Investment Team's determination of perceived market risks and interest rate outlook
- The equity allocation employs the Alpine Woods Dividend Strategy
Equity Portion: Portfolio Construction Paramaters
- Stocks with liquidity
- Typical position size 3% to 5%
- Typical number of holdings 30 to 50
- Limit security concentration to no more than 10%
- Limit sector exposure: typically 25% or 1.5x the benchmark, whichever is greater
- Typically fully invested
- Review quantitative risk management statistics in order to know where and in what form risk exists
Investment Process
Risk Management
- Asset allocation review
- Interest rate forecast and credit assessment
- Equity risk control is concurrent with our Alpine Woods Dividend and Capital Return Strategies
Meet the Team
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More Strategies & Investments
Traditional Strategies
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