All Cap: Essential Equity Holding

December 12, 2016 Oak Ridge Investments

A core equity holding from a single manager offers multiple benefits to clients who have a limited portfolio size but can find value in a separately managed account:

- Easy to implement, model is scalable

- Does not sacrifice tactical allocation

- Blended return between small, mid and large caps

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The Real Deal: Global Real Assets
The Real Deal: Global Real Assets

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The Dutch East India Co. operated for almost two centuries