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INVESTMENT SOLUTIONS

Balanced Growth Strategy​

Exposure to both the equity and debt of the capital stack for a high-quality portfolio of structural growth businesses.

SEE THE ALLOCATION
HOW IT'S BUILT

TARGET MIX

60/40

FLEXIBLE RANGE

30-70%

BOND HOLDINGS

6-10

DURATION

2-10 YRS

STRUCTURE

SMA

THE STRUCTURE

One Account, Two Sides of the Capital Stack.

Balanced Growth pairs our Focused Growth equity portfolio with high-quality individual corporate bonds in a separately managed account. The same bottom-up research drives both sides.

Built on Focused Growth

The portfolio structure consists of our Focused Growth equity holdings alongside a diversified portfolio of high-quality corporate bonds.

60/40, With Room to Move

A long-term target of 60% equity to 40% fixed income, with the ability to adjust each asset class between 30% and 70% as market conditions dictate.

Separately Managed

The same transparency and liquidity as our Focused Growth portfolio. You hold the securities directly.

TARGET ALLOCATION

Sixty Forty, With Room
to Move.

Long-Term Target Weighting​

Rebalanced as conditions warrant, within the stated range.

60%
40%
Equity — Focused Growth Fixed Income — Corporate Bonds

Permitted range per asset class

0% 30% 50% 70% 100%

The shaded band shows the 30–70% range the allocation may occupy. The navy line marks the 60% long-term equity target. A flexible asset range allows the manager to respond to changing market conditions, such as market rotations, business cycles, and sudden spikes in volatility.

Equity Allocation

Equity —
Focused Growth

High-quality companies with defensible competitive advantages and superior three to five year growth outlooks

Industry leaders with strong cash flow generation and fortress balance sheets

Fixed Income Allocation

Fixed Income — Corporate Bonds

A diversified portfolio of 6–10 high-quality corporate bonds

Sourced from the bond issuance of our existing Focused Growth holdings and companies on our watchlist, using the same research process

Duration generally in the range of two to ten years

Related

The Same Research Driven Investment, Applied Twice.

Because returns are driven largely by our Focused Growth positions, the quarterly investor letters are the clearest window into how Balanced Growth is managed.

Read Latest Investor Letter

Focused Growth Strategy​

Every quarterly investor letter since inception (Q4-2018), composite performance, and the full investment philosophy.

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G I P S ®   C O M P L I A N C E

Burke Wealth Management, LLC claims compliance with the Global Investment Performance Standards (GIPS®). BWM has been independently verified for the periods January 1, 2020 through December 31, 2021. The verification report is available upon request.

The Focused Growth Composite includes all fully discretionary large-cap equity accounts managed to the Focused Growth strategy. The composite was created in October 2018 and has an inception date of October 1, 2018. Returns are presented net of management fees, expressed in U.S. dollars, and measured against the S&P 500 Total Return Index. Performance presented prior to January 2020 was achieved by the same portfolio manager while affiliated with a prior firm and has been linked in accordance with the portability requirements of the GIPS standards.

To obtain a GIPS Composite Report, a complete list and description of the firm’s composites, and/or the firm’s policies for valuing investments, calculating performance, and preparing GIPS Reports, contact Burke Wealth Management at (713) 933-5402 or info@burkewealthmanagement.com.

GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.