Equity Strategy
Spyglass IM's equity strategy is to invest the majority of the equity portion of the
portfolio in large cap stocks. Depending on the size of the portfolio, we
would maintain approximately 40 to 60 positions, diversified among the ten
sectors of the S & P 500 Index. Sectors would be weighted similarly to the
Index unless we believe a particular sector is over or undervalued.
Additionally, our equity allocation includes moderate exposure to international stocks, small and mid-cap stocks. This is achieved through the use of selected money managers and/or mutual funds.
Spyglass Investment Management
1205 South 3rd St 
Terre Haute, IN 47802
P: 812-238-8484
F: 812-478-9000
info@eyeonyourfuture.com