When the market presents uncertainty
have a plan to grow and protect
BakerAvenue believes that achieving long-term financial success demands an investment philosophy that grows and protects financial assets. To achieve this goal, a key pillar of our investment philosophy seeks to defend capital against severe down markets. Our process combines three primary investment disciplines, Technical, Macro, and Fundamental analyses, into one comprehensive view.
Multiple points of view lead to a broader perspective.
In today’s complex financial world, with its hyperconnected markets, we believe relying on one singular investing point of view is narrow-minded. Yet, many managers still do. Our process blends three primary investment principles into a focused strategy: Technical, Macro, and Fundamental (TMF) Analysis.
By bringing all three perspectives together, we take a more thorough and prudent approach resulting in deeper insights for the long-term.
INVESTOR’S DIRECTORY OF TERMS >
Seeks to provide broad market exposure across a number of different investment geographies, capitalizations and styles. The strategy’s tactical allocation approach uses macroeconomic, fundamental and technical factors to actively manage its holdings and overall risk profile. In severe down markets, the strategy may raise its cash weighting to preserve capital. The strategy is broadly diversified and invests primarily in stocks and ETFs to achieve its investment objective of long-term capital appreciation and risk diversification.
Potential Key Benefits:
Provides long-term capital appreciation with downside protection by investing in a diversified portfolio of high-quality Blue Chip stocks and ETFs in low-risk markets, and protecting principal in high-risk markets by moving to cash. The strategy proactively monitors long-term market trends to evaluate the risk/reward of having market exposure versus protecting capital.
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The Global Tactical strategy seeks to generate long-term capital growth using active security selection and a combination of dynamic asset class and sector tilts. The strategy employs a blend of technical, macro and fundamental factors to select securities and to manage active tilts in the portfolio.
Potential Key Benefits:
The goal is to deliver above-average market yields while maintaining below-average market volatility by investing in multiple asset classes of income-producing securities. The strategy employs a quantitative approach to opportunistically rotate between equity and fixed income securities in an attempt to protect capital.
Potential Key Benefits:
Incorporates long-term capital appreciation with downside protection. By adding a socially responsible overlay to our investment approach, we seek to consider both financial return and social good. The strategy invests in a diversified portfolio of stocks and ETFs in low-risk markets, and protects principal in high-risk markets by moving to cash. The strategy proactively monitors long-term market trends to evaluate the risk/reward of having market exposure versus protecting capital.
View OnDemand Webinar: What is Impact Investing and How Has It Evolved?
Potential Key Benefits:
Q3/2024: Impact Strategy Factsheet
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Aligning Your Money With Your Values
Seeks to provide current income, capital appreciation and preservation by investing in a broadly diversified portfolio of bonds. The strategy employs a quantitative approach to opportunistically rotate between multiple bond sectors to adjust the portfolio through shifting interest rate and credit cycles.
Potential Key Benefits:
Seeks to aggressively grow capital by investing in fundamentally and technically strong stocks and ETFs across all market capitalizations. The strategy is active and tactical and may try to protect principal by allocating to cash in high risk markets. The strategy utilizes a fundamental and quantitative approach, supplemented by macroeconomic analysis, to select securities and protect capital.
Potential Key Benefits:
Strives to maximize the value of an investor’s concentrated stock position using a multi-disciplinary approach. Depending on the investor’s unique goals and circumstances with the concentrated position, we attempt to customize a management plan that may include divestment and diversification, risk reduction through hedging, income production by the sale of options, and reduction of tax exposure with estate planning and tax enhancement strategies.
Potential Key Benefits:
The Complete Guide to Tax Strategies for ISOs and AMT Optimization
4 Critical Factors in Managing Concentrated Stock
The TaxEnhanced Core strategy is a complement to our active Grow and Protect philosophy, with the objective of offering returns that closely track the S&P 500, while also generating tax alpha through active tax-loss harvesting. The strategy is implemented through a disciplined investment approach utilizing systematic portfolio construction and rebalancing techniques. The strategy does not use our TMF philosophy, and instead intends to maintain market exposure.
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Baker Avenue Asset Management, LP is neither an attorney nor accountant and no portion of the website content should be interpreted as legal, accounting or tax advice. Click here to view BakerAvenue’s full disclosures.
