Products
All-Cap Portfolio
Our All-Cap Portfolio consists of a mixture of large, mid & small capitalization companies. We place an emphasis on the mid cap sector.
Our portfolio companies typically have $500 million to $10 billion in revenue and are in the growth stage of their life cycle.
Many of these companies pay dividends.
Large-Cap Value Portfolio
Our Large-Cap Value Portfolio consists of larger capitalization companies. These companies are typically:
- Established
- Well-known
- Stable
- Pay Dividends
This portfolio is designed for more conservative clients who are more comfortable owning companies whose names they recognize.
Hard-Asset Portfolio
Our Hard Asset portfolio is designed to protect against inflation and a weak dollar. Sandhill believes that large and unprecedented budget deficits combined with sizable trade deficits and our status as a debtor nation will continue to devalue the dollar and cause inflation.
The Hard Asset portfolio consists of equities of companies that produce commonalities such as gold, silver, oil, coal, natural gas, iron, ore, wheat, nickel and potash. The value of these "Hard Assets" will increase in dollar terms given a weakening dollar, increased scarcity, and inflation.
Fixed Income Portfolio
With interest rates so low and the United States' position as a debtor nation, this is a very tricky and potentially dangerous time in the fixed income market.
Two themes are driving our fixed income purchases:
Do not compromise on credit and chase yield.
- We currently favor investment grade corporate bonds, (BBB to A), federal agency bullets, step ups, and municipal bonds.
Stay short on the yield curve.
- We favor three to eight year maturities. We believe the trend in rates over the next decade is up, potentially substantially. By holding a bond portfolio of short duration, we believe that we will be able to reinvest our clients capital at higher rates in the future.