Introduction
Investment Philosophy
Investment Products & Capabilities
Investment Performance
Growth of Assets Under Management
Securities Team

  Securities Division
INVESTMENTP RODUCTS& CAPABIL ITIES

. . . . . . . . . . . . . . . . . . . . . . . . . . .

The Securities Division, with its diversified investment expertise, offers the following investment options and capabilities. Products can be customized for individual requirements regarding asset category, credit quality, total return or specific benchmark and U.S. domiciled or offshore funds. Selections include but are not limited to:

. . . . . . . . . . . . . . . . . . . . . . . . . . .

U.S. Mid Cap Portfolio Strategy
Invests primarily in U.S. growth opportunities. This strategy, which can be adjusted for market capitalization, invests in companies which offer growth and expansion potential in the future from a product, placement or technological advantage.

. . . . . . . . . . . . . . . . . . . . . . . . . . .

U.S. Balanced Portfolio Strategy
Invests in a diversified balanced portfolio of primarily large capitalization equities of U.S. companies and dollar-denominated fixed-income instruments.

. . . . . . . . . . . . . . . . . . . . . . . . . . .

Global Balanced Portfolio Strategy
Invests in a diversified balanced portfolio of stocks and bonds from all the major developed countries. In addition, it has limited exposure to securities of emerging market countries.

. . . . . . . . . . . . . . . . . . . . . . . . . . .

Global Emerging Markets Portfolio Strategy
Invests primarily in equity securities and fixed-income instruments traded in emerging market countries. It also invests in the equities of emerging growth companies located in developed market economies.

 

 

Wafra Investment Advisory Group, Inc.
345 Park Avenue, 41st Floor
New York, New York 10154-0101