Asset-capacity study for Turner's stock portfolios, 2010 (Feb 09, 2010) David Kovacs, CFA Robert Turner, CFA Jeffrey Riggs Freda (Qingyi) Drechsler, PhD Claire McConnell Summary for 2010 A soaring stock market and a decline in trading volume combined to bring about a modest increase in the asset-capacity limits for most of Turner Investment Partners’ 19 primary stock portfolios in 2010. The asset limits are calculated in two ways: individually and collectively. When an individual portfolio reaches its own particular limit, it will be closed to new investors. And when a particular group of portfolios reaches its collective asset limits, all portfolios in that group will be closed. With the exceptions of three portfolios already closed, most of our portfolios remain able to comfortably absorb additional assets without impairing their performance; most of our portfolios -- and most groups of portfolios -- are well within their asset limits.
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