Windward Capital

Institutional Strategies

Large Cap Growth – Capital Appreciation (CapApp)

Our Capital Appreciation (CapApp) strategy is a Large Cap Growth strategy focusing primarily on the growth characteristics of the companies within our economic and sector themes. The portfolios nonetheless are constructed to mitigate risk and experience less volatility than a traditional Growth portfolio, while achieving superior results.

Large Cap Blend/Core – Risk Averse Asset Management (RAAM)

The primary product offered by Windward is called “Risk Averse Asset Management,” referred to as RAAM. RAAM is available to clients as an all-equity product, or as part of a balanced account containing stocks and bonds.

Balanced Growth

Many investors do not feel that they can accept the risk of an all- equity portfolio. The Windward Balanced Growth account strategy is designed to address this issue by incorporating the potential added stability of bonds to the portfolio RAAM or CapApp equity portfolio. While the size of the bond allocation can be tailored for the client’s individual investment goal, a 30% to 35% allocation to fixed income securities is quite common among our clients.

Equity Income

This strategy is designed for clients who are seeking moderate income with the potential for moderate growth. Dividend paying equities, exchange traded funds (ETFs), Master Limited Partnerships (MLPs) and fixed income securities are used with differing asset allocations, depending on a number of economic factors. Equities, however, will normally be over-weighted in the portfolio.

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