Managed Account Solutions

HLTC Large Cap Equity Strategy 

Our Large Cap Equity strategy invests in companies with sustainable competitive advantages and compelling valuations with the perspective of a long-term business owner. We seek companies that are industry leaders operated by skilled and shareholder-friendly managers to provide consistent revenue and earnings growth. We evaluate each company’s growth prospects and appropriate value. Given our long-term perspective, earnings growth has the opportunity to compound and portfolio turnover is low. Client portfolios are constructed with 25 to 30 companies. We seek to stay fully invested to capture the superior returns associated with equity investing.

 

HLTC Core + Satellite Strategies 

In today’s investment world, a Core + Satellite approach may mean different things to different people. At Hilliard Lyons Trust Company, our Core + Satellite approach refines the discipline of identifying and managing risk. Our Core + Satellite structure divides capital and allocates risk among investments and asset classes, allowing us to seek additional returns while optimizing risk.

 

HHLTC Equity Income Strategy

Our Equity Income strategy invests in dividend-paying companies that can consistently grow their dividends at attractive rates over the long-term. We seek companies with sustainable competitive advantages, shareholder-oriented management teams, compelling valuations, and a commitment to dividends. The strategy aims to strike a balance between an attractive current yield and a growing stream of income. This balance should result in an income stream that is resilient during downturns and outpaces both Russell 1000 Value and S&P 500 dividend growth over the long-term. The strategy will hold 30 to 40 individual positions and remain fully invested to capture the superior returns associated with equity investing.

 

Hilliard Lyons (AQA®) All Cap

Investors value companies whose operating histories show that they are well run. But picking the right variables that might reveal under-valued companies can be challenging. So Hilliard Lyons developed AQA, which provides a rigorous process to evaluate undervalued companies.

 

Hilliard Lyons (AQA®) Large Cap Strategy

The Hilliard Lyons AQA Large Cap separately managed account strategy is an actively managed portfolio of stocks that includes a selection of undervalued companies from the S&P Large-Cap Index (excluding bank stocks, REITS, and insurance companies). An undervalued stock is one selling at a price below its intrinsic value. AQA methodology results are then ranked, and only the most undervalued stocks, as defined by AQA, are included in the portfolio.

 

Custom Portfolio Management 

Planning for your future requires time, dedication, and experience. At Hilliard Lyons, you can hire a professional portfolio manager to assist you with this process. Custom Portfolio Managementsm is a separately managed account, available through a fee-based advisory program (Private Advisor Network) that allows you to access that experience through our very own in-house Hilliard Lyons Trust Company portfolio managers.

Your Hilliard Lyons Portfolio Manager and Wealth Advisor will work closely with you to develop a diversified, customized investment portfolio, managed to fit your specific needs.

Contact your Wealth Advisor to learn more.

Investment Solutions