Managed Money Programs
Wayne Hummer Asset Management Co. offers five complementary investment products that our investment managers utilize in building portfolios.
- Large Cap Growth - For clients who desire individual position management where we invest in primarily larger, more seasoned companies. Due to the more efficient market environment with regard to large cap stocks, we employ a disciplined, quantitative approach, with a fundamental overlay.
- Mid Cap Growth - For clients that seek capital appreciation through individual positions by investing in growth companies with market capitalizations generally between 1 billion and 15 billion. We start with the company's fundamentals and then add a quantitative overlay.
- Blended Growth - For clients that prefer customized, individual position management within the total spectrum of the stock market - from international to large cap stocks. We start with a blended portfolio from our large and mid cap stocks and then employ an exchange-traded fund (ETF) strategy to gain exposure to international and small cap benchmarks.
- TSSA - Our quantitatively based "style and size" portfolio, for those clients that desire a diversified portfolio without active investment management. This program uses a quantitatively-driven, bottoms-up multi-factor model that is designed to predict shifts in size and style of equity index performance. Using six ETFs, three portfolios are constructed based on risk levels: Conservative, Moderate and Aggressive.
- PathMaster* - Our Domestic Equity Mutual
Fund mirrors our moderate TSSA model by seeking long-term
capital growth. This fund invests primarily in ETFs that
track certain domestic equity market segments by size
and style that offers the greatest potential for capital
appreciation in a given market environment.
*These securities are offered by prospectus. For more complete information, including charges and expenses, please request a prospectus from a Wayne Hummer Financial Advisor. Read it carefully before investing or sending money.
Fixed income may be added to any of the above strategies to mitigate volatility and generate income. Other managed money programs are also available in addition to the ones listed above. You should contact a Wayne Hummer professional for additional details and to help determine the most appropriate program.
