Successful investment portfolios contain several critical components: a disciplined investment philosophy, world-class fundamental research, rigorous risk management and a diversified investment offering.
- Consistent, risk-adjusted results. Our experienced investment professionals adhere to a deep-rooted and regimented investment processes. This is accomplished through methodical security analysis and risk management tools which achieve consistent results.
- Client-focused innovative solutions. We take the time to understand our client’s specific needs. Our diversified set of investment capabilities and our ability to tailor investment solutions enables us to respond to those needs.
- Unparalleled risk management. Risk management is the cornerstone to our client’s portfolios. We believe that understanding and managing risk is paramount to investment success.
- Asset Allocation. We are able to deliver a dynamic investment strategy through an ever-changing asset allocation of active and passive investment vehicles. As a global macro top-down focused manager, Addison Capital employs a conservative value approach to the management of portfolios. Portfolio construction is driven by asset allocation. Asset allocation models are created based upon an individual’s risk profile and risk tolerance level.