Portfolio Management
Portfolio Management Solutions
Our investment philosophy is simple and unlike most advisors that only focus on investing client’s money into balanced portfolios, our strategy is structured more like pension funds and endowments. We implement a disciplined approach which limits the downside of a portfolio while investing in select asset classes to achieve our clients’ goals. We are a big believer in creating a smoother return profile for our clients with the adoption of alternative investments that reduce volatility when properly utilized.
Public Equity
Our approach is to buy great companies at attractive prices, that either disrupters within their industry or are market leaders in sectors with high barriers to entry and lean towards ESG mandates (environmental, social, and/or governance).
Public Debt
In a low rate environment, our objective is to find stable, interest bearing investments in public companies that can service their debt in the long-term.
Alternatives
Private Equity
Investing in private companies creates opportunities to increase potential returns and/or provide a more stable return, as daily market speculation is eliminated.
Private Debt
Private company debt is not priced daily, it provides a more stable and consistent return that is not subject to the same interest rate risks compared to public fixed income. Traditionally this yields a higher interest rate as well.
Hedge & Alternative Funds
As markets go up and down, we implement certain strategies that can be effective in any market environment, not just when the market goes up like a traditional portfolio. Long/Short, Options, and Arbitrage are few of the strategies available.
Real Estate & Infrastructure
Well located, well managed real estate/infrastructure has shown an exceptional capacity to deliver steady returns and predictable income streams from owning buildings, mortgages, construction lending and/or collecting tolls from highways.