Multi-line Insurance, Insurance, Financial
Vista Investment Management employs a Core Equity strategy. The primary objective is growth of capital with a moderate level of risk. The model portfolio is highly diversified and has exposure to virtually all major equity sectors.
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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 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.