LARGE CAP GROWTH
|Average Number of Positions:||20 holdings|
|Turnover:||Averages one buy and one sell per month|
|Appropriate Benchmark:||Russell 1000 Growth|
Traditional investment diversification, also commonly known as asset allocation, consists of proportioning stocks, bonds, and cash to manage volatility and enhance returns. Successful stock selection requires further diversification by style (growth and value) and market capitalization (large-cap, mid-cap, small-cap). Buford, Dickson, Harper & Sparrow offers clients the option of a growth stock portfolio diversified by market capitalization using our Momentum Growth investment philosophy and process.
The BDHS portfolio tends to resemble the capitalization mix found in general stock market indexes, such as the S&P 500, but BDHS maintains the flexibility to invest in momentum opportunities of any capitalization size.
|Consumer Staples & Healthcare||
|Basic Industry & Energy||
|Telecom Services & Utilities||