How many stocks are typically held in a portfolio?

The number of positions held in your account depends on your portfolio allocation, which is made up of a unique blend of our exclusive strategies. Some clients are invested in a blend of all seven strategies, while others are invested in a few. 

Typically, each high-conviction equity strategy holds 20 to 35 stocks. When one or more of these strategies are combined in your portfolio, the number of holdings you own will increase—allowing for what we believe is a more diversified global market exposure.