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For growth assets, we consider investment style (growth and value), market capitalization (size),
and geographic diversity resulting in multiple equity categories covering domestic and major
international markets and real estate.
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For income assets, we consider credit risk, maturity diversity, geographic diversity and currency
risk in developing a detailed income asset strategy.
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For alternative investments, we look for those asset types that will provide unique diversification
or stabilizing effects on the portfolio. Our recommendations here focus on investment vehicles
with proven long term track records. We don’t chase trends.
For information on Investment Stewardship, contact Will Thorpe, 703-716-6000 or email stewardship@masoncompanies.com
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