Proprietary Strategy

Alamar Equity

Our primary strategy, is a diverse portfolio of stocks that does 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.