We approach management of our Equity Rotation Portfolio with a tactical approach.  Using a disciplined top-down and bottoms-up approach of analyzing the sectors and sub-industries of the stock market we identify specific sectors, sub-industries and stocks to be considered for investment. The portfolio management team then selects from ETF's, Mutual Funds or the individual stocks in finding the 'best fit'.

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Once selected, every holding is analyzed and monitored on a daily basis to ensure it remains 'on trend' and in-line with the research team's views of the current market environment.