Balanced Portfolio
The investment objective of our Balanced portfolio is to seek a positive total return by investing in solid companies priced at attractive levels, both to the underlying companies’ fundamentals and to the industry and overall market as a whole and to maximize total return within the intermediate investment grade area of the fixed income markets.
PIMG’s Balanced process combines client asset allocation objectives with our Equity and Fixed Income expertise to create an optimal allocation of capital to stocks, fixed income and cash. Individual investments are then made following our Large Cap, Small Cap and Active Fixed Income strategies.