Asset Allocation Process


At Sheets Smith Investment Management, We Believe …

1. Active Tactical Asset Allocation is essential for long-term investment performance and volatility reduction

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2. Earnings Growth creates shareholder wealth in the long-run

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3. Positive Earnings Revisions contribute to better stock performance


Investment Policy… Explained on average 93.6 percent
of the total variation in actual plan return… Total return to a plan is dominated by investment policy decisions.
— Brinson, Hood & Beebower, Financial Analysts Journal (1986)
 

We Add Value By:

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  • Optimizing the Asset Allocation based on risk and potential return profiles

  • Identifying companies with above average performance potential through a proprietary, systematic process of fundamental and technical analysis

  • Avoiding large equity losses, especially in down markets