All Cap Re-Allocation

December 12, 2016 Oak Ridge Investments

All Cap strategies are usually classified as large cap but seek additional returns with small/mid caps.  They offer more  comparable risk profiles to large cap strategies and benefit clients who are more risk adverse and overweight in large cap.

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All Cap: Essential Equity Holding
All Cap: Essential Equity Holding

Core equity holding from a single manager offers multiple benefits to clients

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