Ramirez Equity Strategy

Description: Long-Term Capital Appreciation and Growth Strategy

Benchmark: S&P 500 Index (Net-of-Dividends)

Portfolio Overview: Ramirez offers equity strategies which incorporate individual securities and exchange-traded funds ("ETFs") to provide long-term growth with broad diversification by sector, market capitalization, domestic and international exposure.

Active Equity Allocation

  • Our strategy is to identify individual stocks that are attractively priced and present strong long-term investment opportunities
  • Our investment process emphasizes a systemic approach in evaluating individual stocks with a focus on the following:
    • Superior Earnings Growth
    • Return on Equity
    • High or Improving ROA
    • Quality Earnings
    • Return on Capital and Free Cash Flow
    • Strong Balance Sheets

Passive ETF Allocation

  • Ramirez utilizes ETFs to efficiently capture market segments and to diversify within each client portfolio to take advantage of market opportunities.
  • We utilize core positions in traditional benchmarks to provide broad exposure to asset classes including regions and sectors.

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