INVESTMENT PHILOSOPHY
- The world of business is changing rapidly. It pays to pay attention.
- At the individual company level, equity markets are often inefficient, creating opportunities.
- Fundamental and market volatility-based measures of risk differ allowing for portfolio concentration.
- Concentrated portfolios of high-conviction individual equities yield differentiated returns benefiting broader wealth management.
- Equity market values likely trend higher over time. When high conviction opportunities are scarce, diversified portfolios make sense.
our approach
- Two Strategies. One Financial Picture.
- ACARA Focused
- ACARA Diversified
INVESTMENT STRATEGIES
ACARA Focused
- The ACARA Focused strategy uses fundamental equity analysis to identify publicly traded companies with unique prospects and strong foundations, while at times capitalizing on the differences between fundamental and market volatility-based perceptions of risk.
- Aimed at bringing an opportunistic component to wealth management, the strategy allows clients to invest alongside our founder in his dedicated pursuit of attractive opportunities.
