capital management strategies  
 

Strategies                                            

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 March 31, 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.
Portfolio Management: Bob Schaeffer, Mike McGarr, Marian Kessler, Steve Laveson, Andy Murray

All Cap Value Separate Account

Invests in various market capitalizations. For comparison purposes it is benchmarked against the S&P 500.
Portfolio Management: Bob Schaeffer, Mike McGarr, Marian Kessler, Steve Laveson, Andy Murray

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.
Portfolio Management: Equity Team, Fixed Income Team

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.
Portfolio Management: Keene Satchwell


GIPS® is a registered trademark of CFA Institute. CFA Institute has not been involved in the preparation or review of this advertisement. Becker Capital Management, Inc. is an independent registered investment advisor. To receive a list of composite descriptions and/or a presentation that complies with the GIPS standards, write to mktg@beckercap.com.

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