All Cap Equity Portfolio

Objective:


The St. James All Cap Equity seeks long-term capital appreciation through an actively managed portfolio of companies with sustainable competitive advantages and consistent strong business performance.

The portfolio will consist of approximately 30 to 35 holdings and is balanced amongst market capitalizations, sectors, and industries.

We emphasize “All-Weather Businesses.”

St. James employs a disciplined investment strategy by identifying high quality companies at what it believes to be attractive prices.

We focus on essential companies in today’s economy but notably on companies we believe will be just as relevant in five to seven years. Exceptional business performance combined with endurance!

Primary Portfolio:


Under normal circumstances, at least 95% of the portfolio assets will be invested in equity securities selected through a thoughtful value-oriented approach.