The Large Capitalization Balanced Portfolio

The Large Capitalization Balanced Portfolio includes a blend of high-quality equities securities and fixed income instruments.

Investment Management of Virginia’s Large Capitalization Equity investment style emphasizes high quality. On a portfolio basis, prospective holdings should exhibit the following characteristics:

  • Sustainable operating margins
  • Consistent earnings growth
  • Favorable returns on equity
  • Long-term financial strength
  • Sound management
  • Industry leadership.

In selecting stocks for inclusion in our clients’ portfolios, we employ both macroeconomic analysis and bottom-up fundamental analysis of individual companies. Ultimately, we seek a diversified basket of high-quality companies in the industry sectors that appear poised for good long-term growth. Among growth stocks within a given industry, we screen for quality and valuation. We attempt to avoid altogether those companies and sectors whose prospects are less certain, or whose valuation metrics appear extended.

Investment Management of Virginia defines risk as permanent impairment or erosion of long-term fundamentals. Accordingly, we will consider selling a security based on the presence of one or more of the following conditions:

  • Material earnings shortfall and/or negative earnings revisions
  • Price target achieved in advance of supporting fundamentals
  • Change detected in management integrity/commitment
  • Good, alternative investment opportunity identified.

The equity component of the Large Capitalization Balanced portfolios typically accounts for 60%-75% of the overall portfolio’s market value and includes approximately 40 to 50 positions.

Download the full description in PDF format: 2Q2020 Large Capitalization Core Equity and Large Capitalization Balanced Portfolios Presentation

919 E. Main Street, 1600
Richmond, Virginia 23219

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This website is intended only for the use by residents of the United States and only in those states in which Investment Management of Virginia, LLC (IMVA) may lawfully transact business or in those states in which IMVA is licensed to distribute such information. The information presented on this website is for informational purposes only and should not be construed as financial or investment advice nor does it constitute an offer to sell, solicitation to buy or a recommendation for investing in any security or an offer to provide investment services.

In addition, IMVA disavows any liability for any action taken based on any information contained on this site. Information on this site may be subject to change without notice.
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