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Balanced Strategy

The Balanced Strategy seeks to provide a total return through a combination of income and capital appreciation. The strategy normally invests 35-70% of its assets in equity securities and the remaining assets in fixed-income securities, cash, and cash equivalents.

For the strategy’s equity exposure, financially strong companies with healthy free cash flow and good prospects for future earnings growth are targeted. For its fixed-income exposure, the strategy seeks to diversify across sectors while mitigating various risks that may be present in the fixed-income markets.

The strategy may also invest in securities of foreign companies or ETFs of foreign indices, including emerging markets.

Performance Report

Performance Report

Download Our GJCM Performance Report          Q3-2021 Balanced (pdf format).

The above image is not current performance data.  Please click on the above image for updated performance numbers.

Top Ten Holdings as of 9/30/2021

Sorted alphabetically by company name.  Holdings are subject to change after the date presented.  Quotes are 15 minute delayed.