Introduction
Nottinghill provides two equity investment strategies. The first is Yield Plus, a 15-stock strategy. Portfolios contain two independently managed equity groups: the value-oriented Yield Group and the more growth-oriented Momentum Group. Sharply contrasting sets of buy/sell disciplines. The value-oriented buy/sell disciplines then govern the pure Value portfolios of the Yield 15 strategy. Well-researched selection and sell disciplines in each case. The Yield Plus and Yield 15 objectives: a consistent pattern of benchmark-beating investment returns.
Portfolio Construction
