“THE HEART AND SOUL OF THE COMPANY IS CREATIVITY AND INNOVATION”

Bob Iger, Chairman and chief executive officer of The Walt Disney Company

SENSIBLE HOLISTIC PORTFOLIO MANAGEMENT DESIGNED FOR
CONSISTENT TRANFORMATIONAL RESULTS

No Lazy Money Allowed
We believe that our money should work as hard as we do. We will never let money be lazy. Underperforming investments have no place in our portfolio. Every dollar invested is for maximum return at a reasonable risk.

It’s All Starts With Solid Research
We uncover and unlock value by identifying great underlying companies and opportunities with untapped potential and room to run up. Or we identify companies ready to drop and use the appropriate strategies to capture profits on the way down. Our investment approach is based on a disciplined deep dive analytical due diligence that measures risk while identifying the keys for increased value creation.

The Smartest Way To Capture Value
We enhance potential return through the use of well researched and tested hedged position strategies and tactics. Our ultimate goal is to generate reasonable returns even if our directional assumptions are totally
wrong.

Balance Is Always Priority One
No one investment position, hedge, or strategy can always work forever. Diversification and balance in all investments classes, sectors, and areas is essential. We invest across industries in both established and growth oriented businesses all across the globe.

Balance Is Always Priority One
No one investment position, hedge, or strategy can always work forever. Diversification and balance in all investments classes, sectors, and areas is essential. We invest across industries in both established and growth oriented businesses all across the globe. Hedged stock positions, real estate, fixed income and targeted less liquid strategic investments such as early stage companies are all part of our investment portfolio.

The Process
We use a proven, agile investment playbook designed for up, down and flat investment environments. Our investment process is driven by a tireless pursuit to understand how the world’s markets and economies work
— using cutting edge technology to validate and execute on timeless and universal investment principles. And be ready to leverage opportunities as they emerge while managing known and unknown risks.

Holistic Growth/Value Investing Approach
We strive for holistic investment growth using far-reaching all-weather strategies, identifying investment targets from large research pools and creating an evaluation framework that leans toward value with a reasonable risk to generate clearly defined outcomes. We invest in exceptional companies with stories and the numbers to support consistent, reliable holistic long-term growth.

Transformative Results
We strive to create value by investing in great core businesses where our capital, strategic insight, tactics, global relationships and technology can drive transformation. We define transformational results as significantly more than an investor could get with a risk adjusted balance S&P 500 ETF stock/bond portfolio.

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Transformative Investment Returns

We strive to create value by investing in great businesses where our capital, strategic insight, global relationships, unique information gathering capability, and agile strategies can drive transformative investment returns while continuously managing risk.

Hedged Equities

Hedged Equities

There are over 5,000 widely traded stocks available on US markets. While some investors choose to hold or short stocks, we typically use various hedged strategies to reduce risk and boost returns.

Real Estate

Real Estate

Buying and owning real estate is an investment strategy that can be both satisfying and lucrative. Unlike stock and fixed income investing, real estate investing can use leverage to hold property by paying a portion of the total cost upfront, then paying off the balance, plus interest, over time.

Fixed Income

Fixed Income

Fixed income is an investment approach focused on preservation of capital and income. It typically includes investments like government and corporate bonds, CDs and money market funds. Fixed income can offer a steady stream of income with less risk than equities.

Strategic Assets

Strategic Assets

We define strategic asset investments as those that may have extremely high returns in five years or less. These investments usually have a high amount of risk. The key is to be able to access the day one risk then manage these holdings to minimize the risk over the holding duration.

Smart investment management and transformative asset allocation can be a lonely endeavor. Doers and believers are scarce while criticism, empty ideas, and detractors are many. The right strategies, implementation, and vigilant oversite at the right time makes all difference.

How do you really know the best investment alternatives ahead of the pack?

WHAT DOES SMART INVESTING LOOK LIKE?

Don’t follow the crowd. Look for an edge. Find the innovators. Use the right investment strategies.

RESEARCH

“Research is to see what everybody else has seen, and to think what nobody else has thought.”

— Albert Szent-Gyorgyi
1937 Nobel Prize Winner in Physiology/Medicine

REPURPOSE

“To invent, you need a good imagination and a pile of junk.”


–Thomas A. Edison
American inventor and businessman

REVIVE

“And one more thing.”

 

–Steve Jobs
Entrepreneur, marketer, and inventor, co-founder, chairman, and CEO of Apple Inc.

For good ideas and true innovation,
you need human interaction,
conflict, argument, debate.

– Margaret Heffernan
Entrepreneur, CEO, writer and TED speaker

Contact Us

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