Becker Capital Management, Inc. claims compliance with the Global Investment Performance Standards (GIPS®). Becker Capital has been independently verified for the period January 1, 1987 through June 30, 2014 by Ashland Partners & Company, LLP.
Large Cap Value Separate Account and Becker Value Equity Fund
Primarily invests in companies with market capitalizations greater than $10 billion. For comparison purposes it is benchmarked against the Russell 1000 Value.
All Cap Value Separate Account
Invests in various market capitalizations. For comparison purposes it is benchmarked against the S&P 500.
Balanced Separate Account
Utilizes Becker Capital’s equity and fixed-income products. For comparison purposes it is benchmarked against a blend of 60% S&P 500 and 40% Barclays Intermediate Government/Credit Indices.
Fixed Income Separate Account
High-quality, investment grade, government agency and corporate bonds, short-to-intermediate duration, focusing on relative value versus the yield curve, sectors, and individual credits. For comparison purposes it is benchmarked against the Barclays Intermediate Government/Credit index.
|Philosophy Process Strategies Investment Team Contact Us|
1211 SW 5th Avenue Suite 2185 Portland, OR 97204 Phone 503.223.1720 Fax 503.223.3624