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| This investment strategy can benefit you if you're seeking to make money through a concentrated portfolio of well-managed companies at attractive valuations, and are willing to assume a greater level of risk. |
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| We concentrate on emerging growth stocks blended with under-appreciated value stocks. This type of portfolio is neither style nor market-cap constrained.
Characteristics include:
- Growth and/or value companies across all market capitalizations
- No more than 30 positions
- Average P/E below S&P 500
- Earnings growth rate exceeding S&P 500
- Debt ratio below S&P 500
- Return on equity above S&P 500
Our Special Opportunities Equity Strategy features:
- Active management through stock selection striving to achieve greater return potential than the level of risk assumed.
- Quantitative and fundamental screening to identify the very best ideas with superior valuation characteristics and/or growth expectations.
- Proprietary valuation methodologies identify stocks that offer long-term capital appreciation regardless of style, sector, or market capitalization.
The BB&T Special Opportunities Equity Fund is sub-advised by Scott and Stringfellow, Inc. Member New York Stock Exchange (NYSE) and Securities Investor Protection Corporation (SIPC). Scott and Stringfellow, Inc. is a wholly-owned non-bank subsidiary of BB&T Corporation.
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| Contact us by Phone |
| Call BB&T Asset Management at 919-716-9070 |
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Copyright © 2009, Branch Banking and Trust Company. All Rights Reserved.
BB&T Complete Client Protection
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Investment advisory services are available through BB&T Asset Management, Inc., a subsidiary of BB&T Corporation. Securities and other investments held in investment management or investment advisory accounts at BB&T Asset Management, Inc. are not deposits or other obligations of BB&T Corporation, Branch Banking and Trust Company or any other bank or savings institution, are not guaranteed by Branch Banking and Trust Company or any other bank, are not insured by the FDIC or any other government agency, and are subject to investment risk, including possible loss of principal invested.
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