Our Strategy

Adherence to Risk Management

Adherence to Risk Management

Bowling maintains a series of quantitatively based security ranking check points to ensure adherence to a highly disciplined sell discipline. Our sell discipline is driven by our model rank; we do not override our model and hold onto securities that have fallen out of favor within our model rank. While we are disciplined in our approach, we realize that excessive trading can be costly and may result in short term decision making which is not in the best interests of our long term investors. As a result, Bowling generally rebalances quarterly but may trade more often as markets and opportunities dictate.