• investment management

  • strategy development

Our Products

310.993.1886

Michael Hart

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.