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Proprietary management
Our Proprietary Management
Our actively managed portfolios are built to outperform traditional benchmarks by investing in high-growth, innovation-led companies. Each strategy is offered as a separately managed account (SMA), allowing for personalized implementation, precise tax management, and full alignment with your financial goals. This approach replaces pooled investing with direct, customized exposure—tailored to changing markets and individual client needs.
Equity Innovation SMA
Our Equity Innovation SMA is strategically designed to deliver superior performance relative to the S&P 500, NASDAQ 100, and the BVP Nasdaq Emerging Cloud Index. It intentionally accepts greater volatility than these benchmarks, offering potentially significant upside along with higher downside risk. We target companies positioned at the forefront of innovation, in sectors such as Artificial Intelligence, Cloud Database Storage, and Fintech. Each selected company demonstrates exceptional growth potential, aiming for robust revenue growth exceeding 25% annually.
Equity Growth SMA
Our Equity Growth SMA aims to consistently outperform major benchmarks, including the NASDAQ 100 and S&P 500, by delivering comparable downside volatility to the NASDAQ but capturing greater upside potential. By carefully selecting Large Cap companies with substantial market presence and strong growth trajectories, we invest in sectors critical to economic expansion, such as Semiconductors and Software Infrastructure. These companies are expected to achieve annual revenue growth in the range of 15–25%.
Equity Core SMA
Our Equity Core SMA is crafted to outperform the S&P 500, matching the downside volatility of this benchmark but aiming for superior upside performance. By investing in market-leading companies across stable and influential sectors like Consumer Electronics and Healthcare, we target businesses that consistently achieve revenue growth between 12–15%, offering steady performance coupled with enduring market influence.
Equity Low Volatility SMA
Our Equity Low Volatility SMA is engineered to closely track the performance of the S&P 500 while reducing downside volatility. Investing primarily in resilient sectors such as Consumer Goods and Healthcare, this strategy emphasizes stability and consistent growth. Portfolio companies are selected based on their potential to generate stable annual revenue growth between 7–12%, ensuring a balanced and defensive approach to equity investing.
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