Our Investment Approach
West Coast Trust builds and manages broadly diversified mutual fund portfolios for business owners, families, retirement plans, and charitable organizations.
Our management process for our Select Portfolios is a disciplined and unbiased approach toward portfolio construction. It includes attention to fundamental principles that have proven successful over the years. Selection of mutual fund managers includes screens for:
- Performance in down markets. The best managers are those that deliver solid results across multiple business cycles. We screen for managers that have produced above average results during down markets according to the Morningstar database.
- Long term performance. We screen for managers that have produced results in the top one-third of their respective categories over rolling three and five-year periods as reported by Morningstar.
- Below average expense. We believe that mutual fund expense detracts from long term performance. Our screens seek managers who have delivered strong results with expenses below the Morningstar average for their category.
- Manager tenure. We believe that stability of management enhances long term fund performance. We screen for managers that have more than three years’ tenure with the fund. Our fund managers average eight years’ tenure, according to Morningstar.