Portfolio Manager

The BB&T Capital Manager Moderate Growth Fund is managed by the BB&T Balanced Portfolio Management Team, which includes Jeffrey J. Schappe, CFA; Will Gholston, CFA; Robert F. Millikan, CFA; and Stephen Morgan.

Investment Style

  • Concentrated large-cap core
  • Style-neutral
  • Bottom-up approach
  • Research-driven process

Buy Strategy

The Balanced Portfolio Management Team continuously monitors the Fund's strategic and tactical asset allocation percentages to:
  • Assess macroeconomic factors and how various asset classes might respond and perform going forward
  • Examine the current portfolio weighting of each underlying position to ensure individual positions are within predetermined targets
  • Ensure that shareholders' assets are invested within the risk/reward parameters they expect

Sell Strategy

We will consider selling a stock if:
  • Original buy factors no longer apply
  • We anticipate a negative change in the company's dividend policy
  • Economics of the business or industry change unfavorably
  • The portfolio's position becomes oversized and needs to be trimmed for better balance
  • More attractive opportunities arise