The Oppoquest Process
Our investing process is a bit different than most investment managers. While we essentially use the bottom-up approach, important consideration is also given to macro ecnomic conditions. That combination enables us to pick the best investment opportunity across multiple asset classes and increase the potential to realize higher returns for your portfolio. Finally, our obsessive attention to risk management ensure that your portfolio's downside is well protected.
We offer several investment strategies that are designed to fit different risk profiles and return objectives. Nevertheless, each strategy embeds the same level of emphasis on risk management even as other elements differ. Below is the brief description of these strategies:
Requiring a long-term horizon, this strategy is designed to generate capital appreciation. It is ideal for investors that have the ability and willingness to take risk.
Designed for investors with a medium-term horizon, this strategy focuses on income generation alongwith some growth. It is a good fit for investors with moderate risk tolerance.
Constrained ALL-ETP* Strategy
Relatively unique, this strategy uses only Exchange Traded Products (ETP) as portfolio constituents. ETPs offer continuous liquidity and tax efficiencies that many pooled investment structures like mutual funds, do not. Moreover, ETPs can help get exposures to certain segments of markets that would otherwise be difficult. This strategy focuses on income generation and is ideal for investors with short to medium term horizon and low risk tolerance.
Focused on protecting the downside, this strategy enhances the income potential of the portfolio by writing covered calls against existing positions and writing puts against cash when new positions are to be initiated or additions are sought to exisiting positions. Given the use of derivatives in this strategy, it is best suited for investors with higher risk tolerance.
Special situation dependent, customized strategies address a specific investor objective. E.g. A high networth retiree may want a portfolio of only Tax-free Municipal Bonds. Our breath of market coverage enables us to customize solutions that fit even the most unique of circumstances.
*Exchange Traded Products
* September 19, 2017