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The construction of the Broyhill Crescendo portfolio begins with a collective effort of the investment professionals of Broyhill Asset Management who seek to identify observable long term macro economic trends. Once established the portfolio managers look to find individual companies most capable of taking advantage of those trends. There are no market capitalization constraints in this approach although we prefer to own companies with a value of greater than $1billion dollars. We will also include companies that are domiciled outside the United States but whose shares trade on U.S. exchanges. Our primary motivation is to have a portfolio of companies who individually demonstrate both a history of and expectation to increase sales and earnings at a pace superior to their peers. Embedded in our approach are well defined limits on individual position size and industry concentration levels that we believe help to mitigate risk. The portfolio typically has 40 to 45 individual holdings. The objective of the portfolio is to outperform equity market returns over three and five year market cycles after fee.

Please contact us for a summary of historical results.