Equity Management - Separately managed equity portfolio management. We actively manage a diversified portfolio of 35-50 holdings across market capitalizations. The approach utilizes in-house fundamental research and exhibits high active share. This strategy has been in place since 2010 and has provided attractive absolute and risk adjusted rates of return.
We are either one of several managers within a client portfolio or, in many cases, we are the single core equity manager due to our broad equity market exposures. Diversified Management - For clients who seek a more broadly diversified approach we structure custom portfolios utilizing a variety of equity and fixed income investments (taxable and tax-exempt).
We are either one of several managers within a client portfolio or, in many cases, we are the single core equity manager due to our broad equity market exposures. Diversified Management - For clients who seek a more broadly diversified approach we structure custom portfolios utilizing a variety of equity and fixed income investments (taxable and tax-exempt).
Services
Today's financial markets demonstrate the importance of having reliable evidence of your financial adviser's integrity, experience, and commitment. Among the credentials that financial professionals may hold, none are more highly regarded than or as rigorously focusedon investment knowledge as the Chartered Financial Analyst designation.
At Alamar we believe it is essential that our interests are properly aligned with the clients we serve. As a result, we make meaningful personal investments in the strategies we manage. Client assets are held in global custodian banks, providing institutional safety and complete transparency, as well as the security of third party portfolio reporting and accounting.
Our primary strategy, is a diverse portfolio of stocks that does not adhere to traditional market capitalization and style box constraints. Our equity product utilizes a bottom up investment approach and is not designed to mimic a particular index. The strategy attempts to insure against risk by carefully selecting businesses with strong balance sheets and future prospects that have shown an ability to perform well in various market environments.
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