SIMI invests in U.S. and foreign equities which it believes offer the potential
for attractive total returns. These securities
consist primarily of:
Stocks
of individual companies;
Mutual
funds - SIMI heavily utilizes exchange-traded funds (ETFs) which typically
have
lower turnover and expense ratios than actively managed funds;
Real Estate
Investment Trusts (REITs); and
Commodity-type investments.
SIMI
employs a "theme-based" approach to equity selection which will
cause portfolios to generally not reflect the composition of any particular
domestic or foreign stock index.
Sheffield
Investment Management, Inc.
900
Circle 75 Parkway, Suite 750
Atlanta,
GA 30339