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King Investment Advisors, Inc. offers institutions a variety of services tailored to clients' investment objectives and mandates. All of KING's offerings are available as balanced strategies.
Multi-Cap Equity
Large-Cap Equity
Mid-Cap Equity
Small-Cap Equity
Socially Responsible Investing
Balanced
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Multi-Cap Equity:
The Multi-Cap Equity Portfolio includes stocks from every market segment: small-, mid-, and large-cap. Since there are no capitalization restrictions in maintaining a multi-cap portfolio, KING can screen a larger universe and select stocks from a diverse group. With thousands of stocks from which to choose, new opportunities constantly present themselves. This multi-cap flexibility can provide a portfolio in which earnings are growing faster than those of the average companies without extreme valuations.
The portfolio is managed with the same bottom-up investment philosophy as all KING strategies. Through disciplined, bottom-up research, KING looks for companies which appear to be selling for less than their true worth. KING invests in these companies with the belief that the stock market will eventually realize their true market value, causing their stock prices to rise.
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Large-Cap Equity:
The Large-Cap Equity portfolio includes stocks of companies with a market cap over $5 billion (at cost).
The portfolio is managed with the same bottom-up investment philosophy as all KING strategies. Through disciplined, bottom-up research, KING looks for companies which appear to be selling for less than their true worth. KING invests in these companies with the belief that the stock market will eventually realize their true market value, causing their stock prices to rise.
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Mid-Cap Equity:
The Mid-Cap Equity portfolio includes stocks of companies with a market cap between $700 million and $8 billion (at cost).
The portfolio is managed with the same bottom-up investment philosophy as all KING strategies. Through disciplined, bottom-up research, KING looks for companies which appear to be selling for less than their true worth. KING invests in these companies with the belief that the stock market will eventually realize their true market value, causing their stock prices to rise.
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Small-Cap Equity:
The Small-Cap Equity portfolio includes stocks of companies with a market cap up to $2 billion (at cost).
The portfolio is managed with the same bottom-up investment philosophy as all KING strategies. Through disciplined, bottom-up research, KING looks for companies which appear to be selling for less than their true worth. KING invests in these companies with the belief that the stock market will eventually realize their true market value, causing their stock prices to rise.
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Socially Responsible Investing:
The Socially Responsible Equity strategy seeks long-term capital appreciation through equity investments in small-cap, mid-cap and large-cap companies while integrating the client’s personal values and related concerns about society with investment decisions.
Referred to as Defined Values Investing (DVI), KING’s Socially Responsible Equity strategy recognizes that every investment transaction has social implications as well as financial ones. While traditional investing is aimed exclusively at maximizing financial value, Defined Values Investing takes into account both the financial and social bottom lines.
The Socially Responsible Equity Portfolio includes restrictions based on socially responsible criteria as defined by the client. Such restrictions cover a large breadth of issues based on client preferences but commonly include one or more of the following 1) no SIN stocks (alcohol, tobacco, and pornography); 2) no environmental polluters; 3) no companies making abortion-related products; 4) no defense-related stocks; or 5) no companies involved with animal testing.
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Balanced:
The investment strategy seeks long-term capital appreciation through equity investments in small-cap, mid-cap and large-cap companies. Fixed income instruments are used to provide income and reduce volatility. Balanced portfolios are available across all market caps including the Socially Responsible Equity strategy.
KING uses a bottom-up stock selection process known as the Business Valuation Approach to identify undervalued securities in the market which exhibit attractive risk/return profiles.
KING believes that asset allocation should be driven by the investment objectives of the client, not by tactical allocation based on projected asset returns. Therefore, asset allocation is determined at the start of the relationship and monitored throughout. KING's clients' asset-allocation decisions range from 50% equity/50% fixed income to 85% equity/15% fixed income. If a client gives no asset allocation direction, KING's allocation model is 70% equity/30% fixed income.
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