Epstein File EFTA01522118: Asset (DS10)

Epstein Index›Documents›EFTA01522118

💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01522118: Asset (DS10)

Financial RecordDate unavailableEFTA015221181 keyword hits

0

views

0

shares

0

reactions

0

persons

1

keywords

2

excerpts

This document outlines investment guidelines and asset allocation strategy for an account managed by Investment Officer Paul Morris and Ian Hirschfield. The investment objective is listed as 'OAP Focused Dividend Growth,' with asset allocation showing 100% allocation to US Large Cap Equity with a normal range of 0-100%. The document specifies strategic ranges and normal asset allocation preferences for the portfolio.

👤 Named in This Document

No named persons linked yet

🔑 Evidence Keywords

asset

📋 Key Excerpts2

PersonKeyword

Excerpt 1

: PAUL MORRIS Investment Officer: IAN HIRSCHFIELD Investment Guidelines Investment Objective: OAP Focused Dividend Growth OAP Focused Dividend Growth **Asset**

Excerpt 2

Category Normal Min Max US Large Cap Equity 100.00 Total Equity 100.00 0.00 100.00 Strategic Ranges, Normal **Asset** Allocation and the preferences expressed