• Institutional
  • Individual

Portfolio Development and management involves selecting financial instruments and structuring them in such a way as to realize our clients’ goals and objectives. We take into consideration our clients’ income needs, investment goals, risk tolerance, funding schedule and possible restrictions. We seek to maximize our clients’ capital appreciation and gains by superior hedging, trading and portfolio construction enabled by timely evaluation of macro, idiosyncratic, market, and other risk factors/scenarios.

The key ingredients to our portfoilio management methods are:

  • Complete transparency (Clients)
  • Selecting assest classes (mainly stocks) that are value based
  • Selection issues that have strong price action
  • Monitoring portfolios for performance
  • Rigorously managing portfolio risk and adjusting for risk factors
  • Follow proprietary selling rules on when to sell and take your profits