The team believes that a market-weighted portfolio is the most appropriate strategy for the Crummer/ SunTrust Endowment in the coming year. This is not the time for a more aggressive position because there still are monsters in the market’s closet capable of sending us back into the abyss. This economic and market outlook explains their reasoning.
Morgenier, Kate; Bindslev, Eric; MacLellan, Chris; Warrington, Sean; Kumar, Varun; Truitt, Joshua; Odulesi, Tolu; Rankin, Richard; and Owens, Beth, "Crummer/Suntrust Portfolio: Analysis and Recommendations " (2010). Crummer Truist Portfolios. 2.