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STRATEGIES

EQUITY

Winthrop Capital Management offers value-oriented large- and mid-cap strategies, as well as growth-oriented strategies. As part of our firm-wide investment process, our analysts value every part of the underlying capital structure of the companies in our investment universe. As a result, we have the potential to uncover opportunities in stocks overlooked by other investors.

We believe that you need to value and “buy” your portfolio every day. A security is either undervalued or overvalued at all times. We believe in independently valuing each equity security in our universe using proprietary models to determine when to add to or sell a position.

CUSTOMIZED SEPARATELY MANAGED ACCOUNT

These strategies are great options for institutions and high net worth individuals because they may be customized through separately managed accounts (SMA). Each SMA holds individual securities, giving the client the benefit of direct ownership. The portfolio can be structured to meet a client’s unique needs and tailored to accommodate a particular constraint.

LARGE CAP BLEND

BENCHMARK

S&P 500 Index

INCEPTION DATE

12/31/2007

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Large Cap Blend

The Large Cap Blend portfolio seeks investment opportunities in medium and large public companies which are generating excess free cash flow and whose equity securities are trading at a discount to our estimation of intrinsic value. Our relative value discipline allows us to measure risk and reward for each security within a company’s capital structure and invest where we see the best opportunity. Every security identified for investment must have a specific objective within the portfolio, and one or more clearly defined catalysts capable of producing an excess relative return over the ensuing 12-18 months.

FOCUSED GROWTH

BENCHMARK

S&P 500 Index

INCEPTION DATE

9/30/2018

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Focused Growth

The Focused Growth portfolio is a concentration of Winthrop Capital’s top equity ideas across medium- and large-cap companies. The portfolio invests in companies with above-average revenue and earnings growth, performance momentum, and a sustainable business model for the future. Our relative value discipline allows us to measure risk and reward for each security within a company’s capital structure and invest where we see the best opportunity.

DIVIDEND GROWTH

BENCHMARK

S&P 500 Index

INCEPTION DATE

12/31/2018

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Dividend Growth

The Dividend Growth portfolio seeks investment opportunities in large public companies that create shareholder returns through above-average and sustainable dividend payments. The portfolio generally consists of a higher allocation to cyclically defensive companies with very stable business models. Our relative value discipline allows us to measure risk and reward for each security within a company’s capital structure and invest where we see the best opportunity.

CIO EQUITY SERIES

STRATEGIES
  • CIO Equity Dividend Income
  • CIO Equity Growth
  • CIO Equity Low Volatility
  • CIO Equity Momentum
  • CIO Equity Quality

Our CIO Equity Series consists of factor-based strategies containing 40-60 common stock holdings in each portfolio. Each model has an underlying factor that directs the scoring process for each of the securities within a screened universe. The final portfolio securities are selected from an investable universe, meet the screening criteria and have a score above the average, based on the factor-scoring process.

A HISTORY OF SUPERIOR
PERFORMANCE

Many of our investment strategies and models have earned industry recognition and high rankings.

VIEW OUR AWARDS HISTORY
LATEST INSIGHTS

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