STRATEGIES
Monday, February 14, 2011 by ARSITEKTUR
STRATEGIES Aggressive
The Aggressive Strategy seeks to grow portfolio asset value through directional investments based on the portfolio manager’s views of the economy, the markets and fundamental investment analysis. Investments in this strategy will typically include a wide array of instruments including, without limitation, stocks, options, bonds, credit derivatives, corporate loans, and funds employing those instruments. This strategy will generally have long, short and hedged positions. It is expected that position concentration could be as high as 10% in any individual investment and 20% in any index or fund.
Moderate
The Moderate Strategy seeks to provide a balance between aggressive growth oriented investments and income producing instruments. Investments in this strategy will typically include a wide array of potential instruments, including, without limitation, stocks, options, bonds, credit derivatives, corporate loans, and funds employing those instruments. The strategy will generally have long, short, and hedged positions. Emphasis will be placed on investment diversification, and it is expected that position concentration could be as high as 5% in any individual investment or 10% in any index or fund.
Conservative
The Conservative Strategy seeks to preserve capital and produce income. A majority of the Account Assets will be invested in fixed income instruments, including, but not limited to, Treasury bonds, municipal bonds, money market funds, certificates of deposit, corporate bonds, corporate loans, and funds employing those instruments. Account Assets may also be invested in the equity markets through instruments such as, but not limited to, dividend paying stocks or funds comprising similar instruments. At the portfolio manager’s discretion, moderate hedges may be used in the Account to reduce risk. Emphasis will be placed on investment diversification, and it is expected that position concentration may be as high as 5% in any individual investment or 10% in any index or fund.
PERFORMANCE
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended or undertaken by LHCM) or product made reference to directly or indirectly by LHCM in its web site, or indirectly via a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client's investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.
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