Skip to content

Note: these strategies for viewing information only, they are not for sale, nor to solicit or suggest trading activity.

strategic value

us equities and options

value equities designed for growth

19 SEPTEMBER 2022

This proprietary, manual approach has been implemented in our own accounts since 1999. First, high quality value stocks are selected based essentially on their strong fundamentals and our perception of prevailing economic trends. Our geopolitical analytics figure heavily in determining the latter. In addition, stable and high dividends are a high priority in their selection. Then they are strategically accumulated over time buy selling options. Throughout the lifetime of a holding options are also used to increase the total return on their ownership. The proof of the pudding: the year-to-date actual performance of this portfolio is shown here and will be updated quarterly.

Currently (as we have been) we are heavily concentrated in energy and mREITs. Since the invasion of Ukraine, and slow-motion down-fall of China we’ve accumulating mining and agricultural products including fertilizer producer. This need has taken us to Canada, Brazil and Australia.

We believe inflation is not abating soon, and more regional wars are looming with food shortages all around the globe. As such, fixed income are moving into our focus.

2022 YTD Actual Daily Performance

2022 YTD Actual Daily Performance

2021 Actual Performance (monthly)

2021 Actual Performance (monthly)