After determining your optimal asset allocation, we invest accordingly. Typically our client holdings consist primarily of individual equity securities and equity-based derivatives, but your portfolio may consist of the following types of securities:
Individual equity securities
Exchange Traded Funds (ETFs)
Individual bonds
Equity-based options used for both hedging and speculative purposes
Our firm stands out in two major ways compared to our competitors and we owe this to our structure and size. The first is that we have no absolute constraints on investment selection and thus are able to invest in areas other portfolio managers aren’t able to. There isn’t a multi-factor quant model that an investment must pass through in order for it to be a holding in your portfolio. We look at various macro-economic, fundamental, political, and other idiosyncratic factors when investing, but we like to keep an open-mind and not jump to conclusions on a potential opportunity just because it doesn’t fit the norm. The second is our flexibility. We don’t have to go through multiple layers of corporate bureaucracy before tactical changes to your portfolio can be made. In the financial realm, a great investment opportunity may only appear briefly, and our lean structure allows us to take advantage of these opportunities before they disappear.
