Investment Strategies

For quarterly fact sheets, which contain current portfolio information and returns, please click here:

Anchor Strategy Best Fit Scenario Market Cap Range
(at purchase)
Benchmark Total Assets*
(in millions)
All Cap Value Core strategy with broad capitalization exposure $1 billion minimum Russell 1000 Value $820.8
Balanced Value Core strategy with broad capitalization exposure plus fixed income $1 billion minimum 60/30/10* $2,925.0
Mid Cap Value Mid cap value equity allocation $2 billion - $20 billion Russell Mid Cap Value $3,761.4
Small-Mid Cap Value Small and/or mid cap value equity allocation $500 million - $12 billion Russell 2500 Value $99.7
Small Cap Value Small cap value equity allocation $500 million - $2 billion Russell 2000 Value $60.1
Dividend Income Value Diversified Portfolio which places a premium on dividend paying companies and their defensive characteristics $1 billion minimum Russell 1000 Value $99.7
REIT Publicly-traded real estate (REIT) allocation All applicable REIT entities FTSE NAREIT All REITS $10.0
Founders Value Concentrated portfolio for investors with a higher risk tolerance targeting greater return potential All market capitalizations Russell 2500 Value $3.9

* Total assets include assets under management and assets under advisement. Assets are advisement represent non-discretionary/UMA assets.
* 60% Russell 1000 Value / 30% Bloomberg Barclays Intermediate Government Credit / 10% Citi Group 90 Day T-Bill

Anchor strategies can also be tailored to meet the specific needs of both taxable and non-taxable investors.

Please contact us at (617) 338-3800 or info@anchorcapital.com