Our investment philosophy is founded on proven diversification methodologies but also addresses and acknowledges many behavioral finance issues. Here are a few things we think differentiate us from many other investment managers. We have the innovative flexibility to take advantage of near-term opportunities as well as to potentially identify those rare market environments when the best thing an investor can do is get out of the way.
The leaders of Stringer Asset Management have decades of experience in the investment industry, working with a multitude of investor types and working within every market condition imaginable. Our core investment beliefs are steeped in research. Having worked closely with individual investors and their advisors for years, we bridge economic theory with real-world practicality.
The leaders of Stringer Asset Management have decades of experience in the investment industry, working with a multitude of investor types and working within every market condition imaginable. Our core investment beliefs are steeped in research. Having worked closely with individual investors and their advisors for years, we bridge economic theory with real-world practicality.
Services
Modern Portfolio Theory forms the basis of our investment management philosophy; however, we believe that it has certain limitations which require additional qualitative judgments. We pursue global investment opportunities beyond the traditional "style box" approaches. We implement our investment themes primarily utilizing ETFs for diversification, specificity and cost control.
Asset allocation is the most influential factor in determining the variations in portfolio returns.1 Therefore, we actively manage our asset allocations to focus our portfolios on areas where we see the best opportunities for future returns. While our philosophy is centered on Modern Portfolio Theory and asset allocation, we realize that has limits.
We have found that the excessive correlation of certain volatility indicators related to the equity and fixed income markets provides us with an early warning system and a well-defined process for identifying extreme outlier markets. Our studies have shown that significant preservation of capital and enhanced return can be achieved when we are able to exit the equity and alternative markets during these events.
Our solutions are designed to meet our client's objectives and risk tolerances at each step in their journey. Their location on this journey will determine the portfolio's overall allocation to strategic, tactical and cash reserve allocations. This step is the key determinate of overall investment results.
We believe the long term upward bias to the global markets suggests that we should be fully invested most of the time. However, there are rare occasions when extreme market dislocations warrant raising significant amounts of cash, and deciding when to raise cash is one of the most impactful decisions an investor can make.
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