Fund Currently Managed
C&B Mid Cap Value Portfolio (CBMDX), co-manager since inception in February 1998.
Investment Style Overview
Espouses a conservative “high-quality, low-risk” investment style to achieve above-average returns over a market cycle, i.e., “competitive results” in extended strong up markets, and relative outperformance in flat and down markets.
Key Stock Selection Criteria
*Strong balance sheet and high return on equity.
*Industry leader with strong management.