BX Core Equity Model

Featuring the following managers from our Collection:
- BH Asset Management
- Kingsland Growth Advisors
- St. James Investment Company
- Alpha DNA Investment Management

Our Objectives

  •  To create a model consisting of
    strategies with demonstrable diversification benefits versus each other in
    order to arrive at a lower volatility blend that has the potential to deliver
    excess returns. 
  • The model is anchored with significant allocations to core growth and value styles, with opportunistic and style agnostic managers blended in for the increased diversification benefits.

Here is our Investment Deck

A webinar featureing St. James Investment Company.