ALL CAP TILT STRATEGY
PCM’s All Cap Tilt (“ACT”) strategy uses a mix of large cap passive investment vehicles and actively managed small to mid-cap equities to achieve enhanced all-cap index performance. The ACT strategy seeks the massive diversification and “market” performance of the S&P® 500 index while adding value through stock picking in the small to mid-cap range of the equity universe. We normally strive to invest roughly half of the ACT strategy passively while selecting appropriate equities from our SMV strategy for the active portion of the portfolios. The actively managed portion of the ACT strategy employs PCM’s fundamental value approach.
Providing value investing strategies to institutional and individual investors since 1994
Palouse Capital Management, Inc. is a 100% employee owned registered investment adviser offering a comprehensive range of investment strategies to a broad audience of equity investors.
Download the 1st Quarter Commentary
Download the 2nd Quarter Commentary
Download the 3rd Quarter Commentary
Download the 4th Quarter Commentary
Investment Management Agreement
ADV, Part 2A
Palouse Capital Management, Inc.
2026 N. Washington St.
Spokane, WA 99205
Toll Free: 800.624.3833