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Capital Accounts
Capital accounts are designed to produce above average returns through the investments in equities and the use of options strategies. Capital accounts are performance based and should be used to supplement a long-term investment strategy.
Overview
The capital account investment process is designed to take advantage of both short term and long term trends in the overall economy. Once a specific economic trend is designated, equity screens are created to filter out potential opportunities. This shortened list is then further examined by looking at the companies' fundamental data and stock price technical position. In short market analysis is driven through top down research.
Nuts and Bolts
A disciplined investment process, cognizant of risk, is essential to creating above average returns. Our investment process has tried to mitigate risk by limiting the investment universe, define specific portfolio parameters and utilization of various option strategies. However, capital accounts do not reduce risk thru diversification. Accordingly, capital accounts can experience greater volatility and have less correlation to the benchmark.
Controlled Risk Defined
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