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We construct portfolios from our universe of stocks, rank ordered by our estimated Equilibrium Value (EV). Our five-member research team evaluates candidates to insure that they meet our growth and quality standards. Tower Bridge Advisors equity portfolio:
- Contains 35-45 individual stocks with the top 10 holdings accounting for 30%-40% of the portfolio.
- Is created using a bottom-up process with diversification by economic sector.
- Positions are reduced if they appreciate to 6% of the equity portfolio.
- Can hold cash if valuations become extended, subject to client restrictions.
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