The All Equity or
All Capitalization portfolios consist of a combination of Core Equities and Special Opportunity securities.
Depending upon the best opportunities available as perceived by
the Ancora portfolio manager, portfolios at various and
different times will consist of greater weight being placed on
one category over the other and vice versa.
An individual can achieve a specific predefined ratio between the two categories by dividing portfolio assets into two separate accounts, one focused exclusively on Core Equities and the other on Special Opportunities.
