E-Commerce/Products, Internet, Communications
The Beckerman Asset Allocation portfolio has a goal of generating long term growth with a secondary goal of income generation. The portfolio will invest across a range of asset classes including stocks, bonds, alternatives and cash. It retains flexibility to overweight certain asset classes given the managers perception of fundamental opportunities. We believe that this strategy is appropriate as a core holding for investors.
The Centric Core portfolio seeks to complement other equity investment strategies. It tends to take on less risk and offer slightly less reward than the S&P 500 over time. Most importantly, my own research suggests that it is less correlated to value and growth than the S&P 500 Index, making it a potentially better source of diversification.
Prudent Value Wtih Options concentrates assets in its best ideas (subject to reasonable diversification) and generally maintains its investment positions for extended periods of time.
The Broad Market portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid cap stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.
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Studies quarterly and annual reports, looking for companies that have demonstrated the ability to grow sales, earnings, cash flows and book values consistently over multiple economic cycles. Long only and buys across all capitalizations.
We focus on US takeover targets or potential takeover targets and use screening guidelines including liquidity, premium and share price. Our focus is current US takeover targets or potential targets.
Our long-term value portfolio invests in the firms that have the competitive advantage in their market segments with the potential to grow for the long term. We hold most of our equities for the long term as long as they are reasonably valued and have ample margin of safety. We focus on capital preservation and consistently look for growth opportunities.
The Undervalued Opportunities investment strategy is suited for investors who are seeking concentrated exposure to securities. The strategy will seek both investment in securities and short selling. Through active management the strategy strives to beat the annualized returns of the S&P 500 over a long period of time.
Twinleaf’s Small Cap Growth portfolio is a concentrated fundamentally driven small cap stock portfolio consisting of 8-12 names that will have above-average beta. We seek overlooked, often obscure and out-of-favor names based on an analysis of valuation relative to the company's growth prospects, size of the addressable market and capital allocation.