Howland and Associates’ All Cap Core Portfolio is designed
to provide broad market exposure to Howland and
Associates’ clients who want to capitalize on the strong
growth of mid cap companies, while building market value
on the visibility, stability and liquidity of returns
associated with large cap companies.
Weighted Average
Russell 3000
Howland All Cap Core
Market Cap
$59 Billion
$21 Billion
Price/Earnings Ratio
13.0
9.7
Price/Earnings/Growth Ratio
1.3
0.8
Annual Estimated Yield (Current dividends)
2.2%
1.8%
The All Cap Core portfolio is built on a diverse mix of mid cap and large cap companies
to capture returns across all aspects of the domestic economy. Small cap companies
are typically excluded from the All Cap Core Portfolio due to lack of liquidity and proper
analyst coverage. Sector allocations are modeled on the Russell 3000 Index®.
Please contact D. S. Howland, CFA to learn more about the Howland and Associates
All Cap Core strategy at dee@investhowland.com.
