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Approach
- Identify conceptual opportunities and long-term trends
- Flexibility toward components of the securities markets and fixed income/equities
- Active management with no fixed attitude may overweight sectors we favor
- Willing to concentrate in specific securities and sectors
- Hold positions as long as they outperform on a long-term basis
- Utilize cash reserves in down markets
- Build individual portfolios with exchange listed marketable securities
- May incorporate legacy holdings
- Adjust portfolios to unique circumstances
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