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U.S.
Equity Selection
The quality screening
process reduces a universe of over 4,000 US companies to 400
companies (Approved Wright Investment List) eligible for
inclusion in Wright U.S. equity portfolios. Working with
portfolio managers and Wright’s Investment Committee,
security analysts and Wright’s Economics Group provide
analytical input to the selection process. Additional
qualitative factors such as sector allocation, economic
strategies and global market trends are then considered by the
Committee. Finally, the U.S. equity portfolios are formulated
according to style and investment objective. International
equity portfolios are constructed using the same fiduciary
approach.
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Wright
U.S. Equity Portfolios
Minimum Portfolio Size: $250,000
- Equity Core Portfolio
- Large Cap Blend Portfolio
- Large Cap Growth Portfolio
- Mid Cap Value Portfolio
- Mid Cap Blend Portfolio
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Wright
International Equity Portfolios
Minimum Portfolio Size: $1,000,000
- International Blue Chip Equity Portfolio
- American Depository Receipt (ADR) Portfolio
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