Strategic Global Equity

The Global Equity strategy specializes in a growth discipline which emphasizes a top-down, fundamental and technical analysis of securities designed to identify equities and/or groups that demonstrate performance derived from superior earnings and revenue growth, or the potential of such future growth. Typically, those sectors the manager emphasizes include emerging market leaders such as technology, communications and biotech, or those sectors which portray do my generational (secular) leadership qualities. Additionally, the Global Equity strategy relies upon overweighting those equities that depict secular strength, while underweighting any equities or sectors which don’t correlate to the quantitative models. A strategic sector allocation is determined based on market volatility and global money flow. Approximately 15,000 companies are reviewed, from which patterns of earnings, growth, momentum and high probability of price appreciation of securities within each market sector are isolated. The methodology defines entry and exit points from which to realize capital gains and avoid extended losses.

Balanced Management Strategy

The Balanced Management Strategy identifies intensity of market volatility and specific sector valuations to create low risk investment scenario models. Using top-down analysis to establish a macro view, equities, bonds and cash levels are established upon a fundamental and technical review. The primary source of added value is through equity and sector selection based on the use of Arlington Econometrics™ quantitative computer modeling and cyclic-phase methodology. By applying specific analytic quotients to traditional fundamental review, the Balanced Management Strategy identifies rankings and purchase/sale inflection points. During periods of declining rates, the Balanced Management Strategy attempts to maximize income and capital gains potential by identifying the optimal combination of yield and value within maturity scales. During rising interest rate periods, the maturities are shortened to increase liquidity levels for future investment considerations. As both the equity and fixed income markets fluctuate, cash is used to prevent drawdown by locking in capital gains and to deploy into the markets at appropriate inflection points. In cyclical declines, cash balances tend to be high, reducing the portfolio’s overall exposure.

Customized Structured Portfolios

  • Nuclear Energy
  • Energy
  • China Long
  • China Short
  • Health and Life Sciences
  • Pan-Asia
  • Alternative Energy
  • Yield