- A Lower Risk investment strategy than the Technology-Focused Strategy
- Sector Weightings approximate those in the S&P 500
- Our goal is to outperform the S&P 500
- We focus on overlooked companies with potential for productivity gains
Our multiple strategy approach to investment management provides a flexible, coherent and integrated set of options to address your investment needs and goals.
Our strategies have these common characteristics
STRATEGIES DEFINED
Bokeh Sector Neutral Strategy
Technology-Focused Strategy
- A Higher Risk investment strategy due to high concentration in technology companies
- Includes an Options strategy
- Utilizes our GARP methodology with an increased risk/return bias
- Overexposure to technology sector companies
Bokeh Dividend Strategy
- Designed for clients desiring passive income (dividends) but seek more growth than in a typical dividend strategy
- We focus on companies paying high dividends AND that have catalysts for growth
- Sector weightings are independent of the S&P 500
Custom Strategies
- A custom, in-house “Private Label” strategy developed for existing investment advisors
- Based upon the core characteristics of the Bokeh investment methodology
- The desired client risk/reward balance determines the composition of each custom portfolio strategy