All Cap Strategy

Overview

The All Cap strategy seeks long-term capital appreciation from a portfolio of small, mid and large capitalization stocks with sustainable competitive advantages, durable business models and strong management teams trading at reasonable valuations. The investment process is driven by bottom-up security selection, which is designed to produce a low turnover portfolio that combines growth and value styles.


Strategy Manager

daniel-kupiec,-cfa-image
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Daniel Kupiec, CFA

Investment Industry Experience:

10 years

Top 10 Holdings

as of 03/31/24

MICROSOFT CORP (MSFT)

AMAZON.COM INC (AMZN)

APPLE INC (AAPL)

UNITEDHEALTH GROUP INC (UNH)

JP MORGAN CHASE & CO (JPM)

CADENCE DESIGN SYSTEMS INC (CDNS)

VISA INC CLASS A (V)

ALPHABET INC CLASS C (GOOG)

NVIDIA CORP (NVDA)

ALPHABET INC CLASS A (GOOGL)

Webinars

WEBINARS

Our most recent Summer Webinar Series offered information about our new 3rd party platforms: DI & MS. As well as everything you'd want or need to know about Alternative Investments. Watch now on our Vimeo channel.

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Tools We Offer

TOOLS WE OFFER

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Speaking Engagements


SPEAKING ENGAGEMENTS

The current list of speaking topics includes:

-Behavioral Finance
-Dividends
-Intersection of Politics and Investing
-Investing in Today’s Market
-Investing in a Volatile Environment
-Managing Fixed Income Investments
-Millennials & Money
-Mind, Heart & Wallet
-Women, Wealth & Wisdom

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What's Ours Is Yours

WHAT'S OURS IS YOURS

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