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INVESTMENT STRATEGIES
Fairway Asset Management offers customized investment solutions for portfolios by utilizing individual
equities and fixed-income securities to accommodate each client’s specific goals, income needs and risk
tolerance. Also used in the portfolio management process is the use of our top-down economic analysis,
sector selection process and industry weightings review.
BALANCED PORTFOLIO
A balanced portfolio offers asset allocation between various investment alternatives. We use primarily
individual equities and fixed-income securities. We will use money market funds only as a short-term vehicle
when other alternatives are not as attractive or during periods of asset shifts.
This portfolio provides for an appropriate balance between asset classes based on a combination of
economic forecasts and individual client goals. Portfolios are generally fully invested with limited use of short-
term alternatives. Individual income needs are considered in the asset allocation decision for each portfolio.
There is a continual monitoring of the securities held in the portfolio in order to achieve the appropriate
weightings for each asset class.
FIXED-INCOME PORTFOLIO
The goal of this portfolio is to seek an above-average return for this asset class through active economic,
yield curve and sector analysis. We also consider each client’s goals, risk tolerance and income needs.
Our discipline involves the major elements of fixed income management, those being maturity range, sector
representation and execution. Each portfolio is unique in terms of tax considerations and income needs.
EQUITY PORTFOLIOS
Large Cap Growth/Value
The Large Cap Growth and Value Portfolio is designed for investors desiring less volatility and consistent
long term returns. This portfolio combines both growth and value stocks that have a market cap in excess of
$6 billion.
Fairway uses proprietary metrics and years of research experience to select 20-30 individual stocks. The
combination of growth and value stocks provides a more consistent return over different market cycles. This
strategy allows investors a reasonable yield from value stocks while retaining the upside potential from
growth stocks.
Emerging Growth Stock Portfolio
The Emerging Growth Stock Portfolio is a domestic small to mid cap growth portfolio designed for investors
willing to accept volatility along with the opportunity for greater returns. The growth characteristics and
valuation constraints are applied to companies that have between $100 million and $6 billion in market
capitalization.
Typically the portfolio consists of 60-75 stocks diversified across major industrial sectors. We focus on
broadly diversified positions using both qualitative and quantitative criteria to choose companies that provide
the best potential for long-term growth. The emerging growth discipline also uses our macroeconomic review
and seeks to identify industries that are most likely to assume leadership roles.
Disclosure Brochure (ADV Part II)
For Regulatory Information – Click Here
Fairway Asset Management offers customized investment solutions for portfolios by utilizing individual
equities and fixed-income securities to accommodate each client’s specific goals, income needs and risk
tolerance. Also used in the portfolio management process is the use of our top-down economic analysis,
sector selection process and industry weightings review.
BALANCED PORTFOLIO
A balanced portfolio offers asset allocation between various investment alternatives. We use primarily
individual equities and fixed-income securities. We will use money market funds only as a short-term vehicle
when other alternatives are not as attractive or during periods of asset shifts.
This portfolio provides for an appropriate balance between asset classes based on a combination of
economic forecasts and individual client goals. Portfolios are generally fully invested with limited use of short-
term alternatives. Individual income needs are considered in the asset allocation decision for each portfolio.
There is a continual monitoring of the securities held in the portfolio in order to achieve the appropriate
weightings for each asset class.
FIXED-INCOME PORTFOLIO
The goal of this portfolio is to seek an above-average return for this asset class through active economic,
yield curve and sector analysis. We also consider each client’s goals, risk tolerance and income needs.
Our discipline involves the major elements of fixed income management, those being maturity range, sector
representation and execution. Each portfolio is unique in terms of tax considerations and income needs.
EQUITY PORTFOLIOS
Large Cap Growth/Value
The Large Cap Growth and Value Portfolio is designed for investors desiring less volatility and consistent
long term returns. This portfolio combines both growth and value stocks that have a market cap in excess of
$6 billion.
Fairway uses proprietary metrics and years of research experience to select 20-30 individual stocks. The
combination of growth and value stocks provides a more consistent return over different market cycles. This
strategy allows investors a reasonable yield from value stocks while retaining the upside potential from
growth stocks.
Emerging Growth Stock Portfolio
The Emerging Growth Stock Portfolio is a domestic small to mid cap growth portfolio designed for investors
willing to accept volatility along with the opportunity for greater returns. The growth characteristics and
valuation constraints are applied to companies that have between $100 million and $6 billion in market
capitalization.
Typically the portfolio consists of 60-75 stocks diversified across major industrial sectors. We focus on
broadly diversified positions using both qualitative and quantitative criteria to choose companies that provide
the best potential for long-term growth. The emerging growth discipline also uses our macroeconomic review
and seeks to identify industries that are most likely to assume leadership roles.
Disclosure Brochure (ADV Part II)
For Regulatory Information – Click Here
