Investing Strategy

“Core-and-Explore” Portfolio in Separately Managed Account

  •  Strategic Asset Allocation per individual risk tolerance
  • Core portfolio consists of index funds, ETFs for broad market representation and diversification at lowest cost
  • Explore portfolio actively managed with GARP Value Investing
  • Ratio of Core to Explore fits portfolio goal, size, scope and tolerance for volatility
  • Rebalancing based on performance and risk return expectations

 Separately Managed Account Benefits

  • Broad Asset Diversification
  • Customization to Individual Needs
  • Tax Efficiency
  • Transaction Costs Savings
  • Enhanced Return

Value-Based GARP Investing

  • Use multifactor approach to bridge growth and value
  • Growth: historical and projected rate, durability of growth, SCA (strategic competitive advantage), PEG (P/E to growth)
  • Value: P/S, P/E, P/B, Dividend Yield, ROE
  • Inject financial strength and margin-of-safety requirements
  • Blend macro and micro analysis to find securities below the radar, fast, and cheap
  • Find values in any market cap anywhere
  • Scale in buys, no bet the ranch on a single company or theme
  • Absolute return performance means holding cash at times
  • Embrace cold, clear reality to treat volatility as opportunity

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