The principals of LeeSide Capital Management have extensive experience managing balanced fund mandates. The firm, through its stock picking discipline, permits the equity exposure of the portfolio to rise and fall based on the valuation of individual companies, adding when they are cheap and selling when dear. We consider this approach to be a simple, pure and risk averse application of seeking relative value, allowing asset mix to vary, incrementally, by one security at a time. We refer to its unique application as 'asset mix, from the bottom up', and as such, we see our approach as 'balanced fund specialty'.