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Strategies

strategies

We offer 5 strategies, each based on a different risk profile.

Fixed Income (Customized Individual Bond Portfolios)

The BDW High Performance/Earnings Panel is a fixed income strategy that seeks to achieve superior absolute and risk adjusted returns relative to its benchmark. The strategy seeks to achieve its investment objective by favoring fixed instruments that are attractively priced relative to their fair value.

The strategy has a primary allocation to investment grade bonds or better. Only portfolios greater than $1,000,000 are included in the composite.

Value based investing (ON BDW’S DIGITAL PLATFORM)

  • BDW Conservative Strategy:

The BDW Conservative Multi-Asset strategy seeks to achieve superior absolute and risk-adjusted returns relative to a traditional diversified portfolio by using a valuation approach to portfolio construction. The strategy tilts in favor of asset classes that are cheap relative to their fundamentals (low valuation), and away from asset classes that are expensive (high valuation). In this way, the strategy seeks to enhance returns when valuations expand and mitigate losses when valuations contract. The strategy is globally diversified across stocks, bonds, cash and real assets. It favors bonds over stocks and has a long-term volatility target of 7% to 9%.

  • BDW Moderate Strategy:

The BDW Moderate Multi-Asset strategy seeks to achieve superior absolute and risk-adjusted returns relative to a traditional diversified portfolio by using a valuation approach to portfolio construction. The strategy tilts in favor of asset classes that are cheap relative to their fundamentals (low valuation), and away from asset classes that are expensive (high valuation). In this way, the strategy seeks to enhance returns when valuations expand and mitigate losses when valuations contract. The strategy is globally diversified across stocks, bonds, cash and real assets. It favors stocks over bonds and has a long-term volatility target of 8% to 10%.

  • BDW Aggressive Strategy:

The BDW Aggressive Multi-Asset strategy seeks to achieve superior absolute and risk-adjusted returns relative to a traditional diversified portfolio by using a valuation approach to portfolio construction. The strategy tilts in favor of asset classes that are cheap relative to their fundamentals (low valuation), and away from asset classes that are expensive (high valuation). In this way, the strategy seeks to enhance returns when valuations expand and mitigate losses when valuations contract. The strategy is globally diversified across stocks, bonds, cash and real assets. It favors stocks over bonds and has a long-term volatility target of 12% to 14%.

Growth: 100% Individual Stocks – Very Aggressive

We have developed quantitative models to identify great companies. We are long-term investors, but we do believe that any company can lose its competitive advantage so we do not hesitate to sell when our thesis changes. We like to buy companies that are expected to grow their revenues/earnings and are fairly valued.

Historically, US markets have done really well over a long period but there have been numerous times when investors have seen their portfolios lose more than 20% of their value. When we expect the market to go down, we hedge our positions with short stocks or options.