STRATEGY

Strategy

Focus Equity Strategy

Broad Run applies its investment approach and process to managing a single strategy, the Focus Equity Strategy.

Objective:
Seeks long-term capital appreciation while incurring a low risk of permanent capital loss
Summary:
Concentrated and low turnover portfolio of what we believe to be high quality, growth-oriented companies, selected using fundamental analysis and valuation discipline
Vehicle(s):
Separate Accounts; Mutual Fund (via subadvisory)

To learn more, please see the strategy Fact Sheet, or contact us.

 

 


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