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If you were to ask us
...
"what makes us different from
all the
other money managers out there"?
It's our process...
-
Absolute Return. Our trading and
investing programs are designed for investors who are looking for
"Absolute Return" versus "Relative Return".
-
Growth Oriented. Both programs are
Growth Oriented with a twist. In the Long/Short Equity account,
we'll use anything to get an edge whether it's stocks, exchange
traded funds (ETFs) or mutual funds. The Sector account uses the
Rydex family of mutual funds.
-
Active Management. One area that sets
us apart from our competition is that our portfolios are
“all-inclusive”. Experience has taught us that the market is too
dynamic and diverse to be pigeon-holed to any one corner or segment
of the investment universe. So, instead of waiting for returns to
come to us, we actively seek out the most favored markets, sectors
and individual names and/or funds. In that light, we are:
-
Multi-Directional. In keeping with our
commitment to active management, both of our portfolio programs by
design can be either "long" or "short" up to 100% of assets. In our
opinion, "Long Only" is only half right.
-
Multi-Style. As much as people might
try, we are not pigeon-holed into a particular category (growth,
value, blend). We comb the entire investment spectrum looking for
ideas.
-
Multi-Cap. The size of the company is
of no real concern. We will utilize large, mid and small cap sectors
when appropriate.
-
Concentration. Our objective is to
maximize our rate of return. In order to do this, we will overweight
portfolios into the most "favorable" sectors and avoid the "least"
favorable sectors. The Long/Short Portfolio typically holds 25-30
positions and the Sector Portfolio will hold no more than 7 funds.
-
Risk Management. The area that sets us
most apart from most other portfolio managers is our focus on risk
management. We place a great deal of emphasis on risk management and
the role it has in the lives of our subscribers. In fact, most of
our ongoing education programs are directed at helping investors
understand the benefits of risk management and exactly what it means
to them.
Risk management does not mean that investors will never see a
decline in their portfolios. That’s beyond our control. It does mean
that we do strive to protect assets in declining markets while
receiving a good rate of return in rising markets.
Portfolio
Program Comparison to a Hedge Fund
What is a Hedge Fund?
Disclaimer:
Securities trading,
of any type, may not be suitable for all individuals. The contents of
these pages do not constitute individual/personal investment advice and
are not a solicitation to buy or sell securities. The opinions expressed
are solely that of The Stock Trading Advisor. You must do your own
research, contact your own financial advisor for suitability of any
investments. The data contained herein is gathered from sources believed
to be reliable, but NO guarantee as to their accuracy is made.
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