JJ Lloyd’s proprietary equity management team is responsible for U.S. large-cap, small-cap, multi-cap and equity-income portfolios, as well as a non-U.S. developed market equity portfolio. They employ a disciplined, value-oriented security selection methodology in its stock picking. The team also offers sector-specific capabilities, including REITs and MLPs.
Our proprietary equity portfolios are designed to seek above average compound annual returns over complete market cycles and to attempt to do so with below-market levels of risk. Because we take a conservative and long-term approach, our portfolio turnover is low. We favor financially transparent and understandable companies run by proven management teams with substantial equity stakes and which sell at attractive valuations. We do not invest in fads or troubled companies. As a result, our stock portfolios tend to underperform slightly in bull markets but outperform significantly in bear markets. This “value with a quality bias” style of investing is designed to be a core equity strategy and has consistently performed well over full market cycles.