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Risk Management

Risk and reward triangle.

Capital preservation is key. To manage the risk and downside volatility in portfolios, we use three key risk management strategies:

  1. First, we employ an exit strategy on every position we own. We accomplish this by using stop-losses which act like a line in the sand that prevents us from sustaining substantial losses.
  2. Second, during periods of market uncertainty or volatility, we will raise additional cash in order to protect the underlining capital in those portfolios.
  3. Thirdly, when we are putting cash to work, we spend a lot of time looking at sectors to see which are working and which are not. What this means essentially is that we only invest in sectors that have positive momentum. Once we identify those sectors, we’ll pick individual companies that are best suited for the portfolios.

Plan. Profit. Protect.

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