Traditional Long-Only Managers

Traditional Long-Only Managers…in Summary

  • Typically invest in stocks, bonds and cash
  • Purchase “Long-Only” securities; Do not “sell short”
  • Manage Investor “Separate Accounts” and/or Mutual Funds
  • Typically securities/funds purchased have daily liquidity
  • Do not offer “Alternative Investments” (see “Alternatives” section of Website)

More specifically, Traditional Long-Only Managers Invest in a Range of Stocks, Bonds and Cash Instruments
Equities

  • Varied types of investment strategies, market-capitalization size and geography:
    • Style of Investing:
      • Growth
      • Value
      • Core/Blend
    • Market Capitalization Categories:
      • Large Cap
      • Mid Cap
      • Small Cap
    • Geographic Focus
      • US
      • International (non-US)
      • Global
      • Regional
      • Country Specific
      • Emerging Markets

Fixed Income/Bonds

  • Varied types of investment strategies &  issuer types including:
    • US Government Treasuries
    • Municipal Bonds
    • Corporate Bonds
    • Convertible Bonds
    • High Yield Bonds
    • Target Date Bonds
    • Foreign Sovereign Bonds
    • Emerging Market Debt
    • Asset-backed Securitized Bonds, etc.
  • Ratings and Other Factors
    • Ratings: Investment Grade/Non-Investment Grade
    • Detailed Ratings Systems Managed by Rating Agencies (Moody’s, S&P,  Fitch)
    • Secured Debt/Unsecured Debt
    • Senior Debt /Subordinated Debt
    • Guaranteed/Insured
  • Subject to Varied Risks:
    • Credit and Default Risk
    • Liquidity Risk
    • Interest Rate Risk
    • Event Risk

Cash & Cash Equivalents

  • Cash
    • Held for Safety and Liquidity Purposes
  • Cash Equivalents
    • Types of Securities
      • U.S. Government Treasury Bills
      • Bank Certificates of Deposits
      • Bankers’ Acceptances,
      • Corporate Commercial P
      • Mutual Funds and other Money Market Instruments.
    • Desired Characteristics
      • Low-risk
      • Highly Liquid