Applying a Size and Style Responsive Strategy for Equity Returns

Lowell Pratt was recently interviewed by The Wall Street Transcript to discuss the Burney Company’s history and investment strategies.

Lowell D. Pratt Jr. discusses the construction of and philosophy behind his firm’s Master Portfolio and SSR Strategy. The Master Portfolio has a consistent value influence with a tendency toward small and midcap stocks, while the SSR Strategy employs a customized process that moves from large to small and value to growth over time.

Find the full interview describing these strategies here.

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