OUR INVESTMENT STRATEGIES


1. Diversified Global Equity Portfolio
An equity portfolio comprised of about 40 global stocks with no equity position representing more than 8% of the total portfolio.

2. Concentrated Global Equity Portfolio
An equity portfolio comprised of about 30 stocks with no equity position representing more than 12% of the entire portfolio.

3. Core-Plus Bond Portfolio
A fixed income portfolio consisting of mostly investment-grade bonds with a strategic allocation of below-investment grade securities.

4. Balanced Account Portfolio
A mix of global equities and global bonds of which there is an agreed upon percentage allocation between equities and fixed income investments.
  • investment management

  • strategy development

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Michael Hart