Equity Concepts
Investment Philosophy

Our Public, Private and Protection philosophy provides a framework for optimizing portfolio construction.

Name	Designation
Public:	Stocks and bonds are key holdings for liquidity, growth opportunity and risk management.
Private:	Includes asset classes such as Private Equity, Private Debt, Direct Real Estate, etc., which create opportunity for diversification and return potential outside the public markets.
Protection:	Represents investments backed by a bank or insurance company where guarantees and protections can provide a stable core for your portfolio.