Our Strategy

US Equity Investment Management

Bowling Portfolio Management LLC has been utilizing quantitative strategies in the management of investment portfolios for more than a quarter of a century. The firm's investment philosophy incorporates behavioral finance and endeavors to bring objectivity, discipline and consistency to the investment process. The Bowling investment team has melded the fundamentals of quantitative investing into a unique model which blends the essence of fundamental analysis with the objectivity of dynamic technical factors. This highly disciplined approach removes much of the emotional bias from the buy/sell decision making process.

Bowling specializes in the following U.S. equity strategies:

Large Cap Equity
  • Bowling's flagship investment strategy for over 25 years
  •    Approximately 90-100 stocks selected from the Russell 1000

    Small Cap Equity
  • Approximately 100-140 stocks selected from the Russell 2000

  • Small Cap Value
  • Approximately 100-140 stocks selected from the Russell 2000

  • All Cap Equity
  • Approximately 100-140 stocks selected from the Russell 3000