Managed Accounts → Core Equity

Core Equity

The Core Equity portfolio is a proprietary investment product managed by the principals of ELCO Management.

The portfolio focuses on the large capitalization segment of the market and seeks to identify high-quality companies with solid fundamentals, superior earnings growth potential that act as disruptors and innovators in their respective industries. Through qualitative and quantitative screenings and valuation analysis, we strive to reduce down side risk and enhance long-term returns.

ELCO Core Equity strategy seeks long-term capital appreciation, investing primarily in equity securities of domestic companies. Our style is designed to meet a variety of investment objectives, including tax efficiency, as we seek to provide consistent growth of principal and to outperform the S&P 500 Stock Index net of fees with less downside risk, over rolling 3 to 5 year time periods.