Overview of SimonDavis Asset Management, Inc. Investment Strategies
At SimonDavis we strive to offer a wide array of investment alternatives and strategies that enable us to meet the ever changing needs of the investor. In general, we provide two Proprietary Equity Separately Managed Accounts (SMAs) and six different proprietary investment strategies in our New Frontier SMA Series grounded in our "Beyond the Efficient Frontier" methodology. Each offers a unique opportunity designed to meet the investor's personal investing goals and risk tolerance and is able to respond appropriately to broad economic and market cycles.
The various SimonDavis investment strategies are as follows:
Accelerated Growth: 
Accelerated Growth
Monument: Capital Appreciation over Long-term
Aspen: Growth
Aspen Tax-Managed: Growth
Sequoia: Moderate Growth
Sequoia Tax-Managed: Moderate Growth
Cypress: Moderate Conservative
Oak: Conservative
The only way to truly control and manage risk is through a properly diversified investment portfolio. Using old asset allocation methods simply does not work and produces inaccurate statistical predictions.
Proprietary Equity SMAs
SimonDavis' Proprietary Equity SMAs are designed to achieve capital appreciation over a long-term time horizon.
Monument, a capital appreciation investment strategy, utilizes both technical and fundamental analysis as a three tiered approach to investing: Market Direction, Stock Selection and Money Management.
Accelerated Growth, our most progressive investment strategy, emphasizes capital appreciation over the long-term with a primary focus to continually seek out growth opportunities that outperform the S&P 500 on a risk-adjusted basis.
|
|
Beyond the Efficient Frontier Methodology: Our New Frontier SMA SeriesOur New Frontier SMA Series enables us to construct portfolios that are superior to traditional allocation methods — thereby giving you the best chance of achieving superior returns for your risk appetite. All of the privately managed portfolios are built on a properly diversified foundation essential to long-term planning and growth and are supplemented with positions that we believe give the portfolio a high statistical probability to outperform its benchmark. The portfolios are typically invested in approximately 10-15 positions from a broad universe of primarily Exchange-Traded-Funds (ETFs). ETFs provide the best opportunity to create portfolios with different asset class exposures and risk profiles. Through ETFs we can access a plethora of asset classes, styles, sectors, countries and regions with precision. Other advantages of ETFs include:
|
|
