The Equine Model Portfolio is an actively managed equity long portfolio with an objective of providing long term capital appreciation and dividends. The portfolio will consist of an equity weighted portfolio of 15 to 30 publicly traded companies that directly produce products or services to the equine. The Equine Portfolio focuses primarily on U.S. large-cap stocks, but can invest in mid to small cap equities and foreign companies as well. The portfolio does not use any leverage and is re-balanced semi-annually.
Click here Equine Portfolio 12-31-2019 for latest update on the Equine Model Portfolio. As with all investments, please read related risk disclosures.For more information, please contact Tom Cooper, CFP or Walter Hester, Senior Portfolio Manager.