ALAMAR EQUITY
DIVERSIFIED MANAGEMENT
INVESTMENT OVERSIGHT
ALAMAR EQUITY
Our proprietary strategy is a diverse portfolio of 35-50 stocks that do 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. In periods when it is difficult to identify attractive investments, cash levels increase and additional downside risk is managed through the occasional purchase of put options.
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). Clients may or may not employ the Alamar Capital equity strategy as part of this diversified approach. For exposure to non-Alamar equity, we may use ETF’s, mutual funds or separately managed accounts depending on size and complexity.
INVESTMENT OVERSIGHT
We offer general consulting services where we are able to provide overall investment monitoring and analysis for our clients. We provide oversight of accounts both under our direct control, as well as client’s outside investments. We aggregate client accounts (from multiple custodians) on one control panel using our portfolio management and reporting software. With all the outside accounts on our system, we can establish appropriate benchmarks, calculate performance, and analyze the overall asset allocation. With a high level of customization and transparency we can provide objective discussion and recommendations. We also have the capability to perform financial planning services and specialized project work as necessary (i.e. review private investments, real estate etc.).