Our Portfolio Management team is focused on delivering strong risk-adjusted returns for our clients. We do this through a dedication to both fundamental and quantitative research of equities, bonds and alternative assets.
Our investment portfolios have been customized to meet the needs of our high net worth clients with considerable attention paid to diversification, risk, cost, tax efficiency and transparency.
A portfolio with an investment objective of capital preservation with a secondary goal of current income.
A portfolio with an investment objective of current income with a secondary goal of capital appreciation.
A globally-diversified portfolio that seeks to deliver superior risk-adjusted returns over the index through the implementation of GTAA. The investment objective of the portfolio is total return.
A globally-diversified portfolio that seeks to deliver superior risk-adjusted returns over the index through the implementation of GTAA. The investment objective of the portfolio is total return.
Covered call strategies provide an alternative to traditional, long-only equity strategies while historically delivering similar returns and lower volatility than the S&P 500.
Through investing in funds that are priced at high discounts to their underlying net asset values we expect to capture above-average returns due to a combination of a) increases in the value of the assets held by the funds, b) dividend & interest payments, and c) narrowing of the net asset value discounts.
A diversified portfolio of approximately 240 equally-weighted stocks, with an equal investment in the lowest beta stocks in each of the S&P large-cap, mid-cap and small-cap indices.
A concentrated portfolio of fewer than 60 stocks that seeks to deliver superior risk-adjusted returns over the index. The investment objective of the fund is capital appreciation.
An ideal portfolio to complement other equity investment strategies.
A diversified portfolio of between 85 and 95 stocks that seeks to deliver superior risk-adjusted returns over the index. The investment objective of the fund is capital appreciation.
An ideal portfolio to complement other equity investment strategies.