DIFFERENTIATED PERSPECTIVE
“When it’s raining gold, reach for a bucket, not a thimble.”
- Warren Buffett
DIVERSIFIED ALPHA STRATEGY
Combines Alpha from CEO Change with Yield and Thematic Investments.
The strategy aims to create attractive capital gains and yield income with moderate risk. We initially launched Diversified Alpha at a client’s request and now offer it as an option for anyone who seeks the alpha generation, differentiated approach, and active management of CEO Change with less position concentration.
The portfolio diversifies CEO Change investments with thematic ETFs and securities that generate yield income, reducing single stock risk and dampening volatility. We utilize cash as a hedge aggressively, to protect capital.