The cornerstone of WestEnd Advisors’ investment philosophy is that Sector and Industry performance is highly correlated with particular stages of the business cycle.

WestEnd Advisors overweights Sectors we believe will experience economic tailwinds, and avoids Sectors we see as untimely. We target high-quality, market-leading companies within favored Sectors.

The result is a core investment style that shifts portfolio Sector and style emphasis to remain properly oriented and timely over a full economic and market cycle.