Equities
Hollencrest's Equity Process effectively incorporates a focus on capitalizations , allocations , techniques and securities in its assembly of efficient client portfolios.
Capitalizations:
Hollencrest has a comprehensive equity management methodology that incorporates the following capitalizations (caps):
• Large cap stocks: Prominent, well-known companies
• Mid cap stocks: Mid-sized, established, yet nimble companies
• Small cap stocks: Small, high growth or niche companies
Equity portfolios are tailored to client needs based on their individual risk/return profile , income requirement , and tax exposure. The holdings of each portfolio are determined by the relative attractiveness of the sectors , as well as by the outlook for macroeconomic change.
Figure 1. Hollencrest's Equity Process
Allocations:
Our Equity management methodology incorporates domestic, international, and emerging market allocations as well as value , growth and cyclical exposure. Overarching macroeconomic effects as well as the individual sectors are monitored on an ongoing basis for extraordinary performance or activity. We offer the following fixed equity allocations:
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Domestic, international and emerging markets
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Value, growth and cyclical companies
Techniques:
Within the equity allocations , Hollencrest may incorporate leverage or other equity management techniques for specific client portfolios. In addition , we have the experience and knowledge to offer advice and management for those clients that desire equity exposure through options and futures.
Securities:
As appropriate, Hollencrest effectively incorporates individual stocks, Exchange Traded Funds (ETFs) , equity mutual funds , structured linked notes and outside managers within specific client portfolios. In addition, we may strategically use equity Closed End Funds (CEFs) to add yield, diversification, and potential capital gains.
