Our Strategies

Our proprietary, quantitative process, which is used in the management of our client portfolios, provides a structured and disciplined approach and is consistently applied through all market environments. Bowling is dedicated to bottom up, diversified and risk managed portfolio management. Bowling’s Investment Committee has over 75 years of combined expertise in equity investing and portfolio management.

Large Cap Equity Portfolio

Bowling’s Large Cap Equity portfolio is the firm’s flagship strategy with a composite that receives a performance examination dating back to 1988. The objective of the strategy is to outperform the Russell 1000 over a full market cycle. The portfolios are broadly diversified, with 90-100 equity holdings selected from the Russell 1000, and are sector neutral. The security selection process utilizes a quantitative model that is based on valuation, growth and momentum metrics.

Small Cap Equity Portfolio

Bowling’s Small Cap Equity (SCE) portfolio was started in 2012 and has a composite that receives a performance examination. The objective of the strategy is to outperform the Russell 2000 over a full market cycle. The portfolios are broadly diversified with 130-150 equity holdings selected from the Russell 2000. The portfolios are sector neutral. The security selection process utilizes a quantitative model that is based on valuation, growth and momentum metrics.

Small Cap Value Portfolio

Bowling’s Small Cap Value (SCV) portfolio was started in 2012 and has a composite that receives a performance examination. The objective of the strategy is to outperform the Russell 2000 Value over a full market cycle. The portfolios are broadly diversified with 130-150 equity holdings selected from the Russell 2000. The portfolios are sector neutral. The security selection process utilizes a quantitative model that is based on valuation, growth and momentum metrics.

Fixed Income

Bowling’s Fixed Income portfolio offers clients a fixed income option allocation utilizing diversified U.S. fixed income exchange traded funds (ETFs). Underlying investments are primarily corporate and U.S. government bonds.

Tactical Asset Allocation Portfolio

Bowling’s Tactical Asset Allocation suite of portfolios offers diversification across a wide spectrum of asset classes. Five model portfolios are available to meet a range of investment objectives: Aggressive, Diversified Growth, Balanced, Income & Growth, and Capital Preservation. Long-term strategic asset allocations are determined for each portfolio based on historical risk and return characteristics. The portfolios are then managed with a tactical weighting scheme that allows the Investment Committee to underweight or overweight asset classes based on market conditions, within defined ranges. Low-cost exchange-traded-funds (ETFs) are utilized in the portfolios to provide investment exposure to the various asset classes in the portfolios. These portfolios can also be used in conjunction with our Large Cap Equity stock portfolio.