Bissett Funds

By: Templeton  09-12-2011
Keywords: Equity Fund

A Disciplined Team Approach

  • For over twenty years, Bissett has been applying a disciplined team approach to advising equity, income, and balanced portfolios.
  • Our equity and income teams meet bi-weekly to discuss their ongoing asset mix and security recommendations with Bissett’s Investment Committee.
  • This consultative approach to portfolio construction ensures investment style consistency across all Bissett funds.

Growth at a Reasonable Price: Investment Style

  • In keeping with our “Growth at a Reasonable Price” (GARP) investment style, the Bissett Equity Team attempts to buy a stock before its price accelerates beyond the company’s earning capabilities.
  • We apply a “bottom-up” research approach to identifying companies with a history of sustainable, replicable growth.
  • One of the many selection criteria in this process is that chosen stocks have a modest price-to-earnings ratio.
  • As every Bissett equity manager is committed to GARP-style investing, we believe each holding in a Bissett equity fund has good growth prospects and were purchased at a reasonable valuation.

Income and Equities: A Balanced Approach

  • The Bissett Asset Mix Team strives to maintain a balance between equity and income securities, and domestic and foreign investments, to suit market conditions.
  • We proactively and continually review our asset mix model based on internal and external economic forecasts.
  • This discipline is reflected in our balanced funds, which are suited for investors looking for a combination of income and growth.

Stable, Tax-Advantage Income

  • Portfolio decisions for each Bissett income fund are based on a combination of macro-level research and analysis and security-level research.
  • Our conservative income approach results in fully diversified portfolios characterized by lower downside risk relative to their peer group and attractive yield characteristics.
  • Within the Bissett income line-up, investors may choose from funds with mandates ranging from an emphasis on tax-advantaged income to a focus on capital preservation and interest income.

Keywords: Equity Fund

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