Our disciplined approach seeks to filter through short-term noise and emotion in individual stocks and bonds. Instead, we focus on where we can add the most value: interpreting research and scientifically designing portfolios. We follow a consistent investment process – one that clients can understand and stick with, even in challenging market environments.
We believe that everyone’s portfolio strategy should be based on their own investment objectives, personal interests, and core values. As a result, we do not have a “right” portfolio, but use a wide range of approaches to create personalized portfolios for each client. Our global investment team ensures that portfolios are built for each client’s unique needs.
We believe that everyone’s portfolio strategy should be based on their own investment objectives, personal interests, and core values. As a result, we do not have a “right” portfolio, but use a wide range of approaches to create personalized portfolios for each client.
Our global investment team, based in the U.S. and Hong Kong, ensures that portfolios are built for each client’s unique needs.
Funds and ETFs1 provide diversification2 that single stock portfolios can’t. We first identify the portfolio goal, then desired market exposures, and ultimately the best funds and ETFs with those exposures. Quality and explainability of performance, total cost, liquidity, tax and structural implications, and manager transparency are key.
These portfolios fall into 3 broad categories:
We believe markets are mostly efficient and spotting one-off mispricings is a fool’s errand. Easy and instant access to information makes it all but impossible to pick the right individual stock at the right time. A systematic investment approach is required to take advantage of the minor inefficiencies that do exist.
Ours follows a three-step process:
We utilize alternatives to improve the risk/return profiles of client portfolios. Alternatives allow investors to take advantage of an illiquidity premium, the ability to go long/short and access investments not available in public markets. When done right, with costs managed and underlying exposures and risks understood, alternatives can improve long-term investor outcomes.
There are two main ways we work with clients on alternatives:
A core, globally diversified equity strategy that uses ETFs to own the market at low cost. A standard bearer for time in market, rather than timing the market - this strategy is at the core of many of our clients' portfolios.
A U.S. tilted core portfolio made up of diversified holdings to provide exposure to a wide array of asset classes, with an emphasis placed on maximizing growth.
Exposure to large and stable household names globally – high-quality companies that have proven, over time, to be able to preserve and grow their global earnings base.
Large cap global equity portfolio that offers above-average dividend income and defensive characteristics.
A high conviction stock portfolio targeting leading Asian stocks. As Asia transitions from an export manufacturing hub to a global driver of consumptions, Asia's leaders today may become the global leaders of tomorrow.
Exposure to large and stable household names globally – high-quality companies that have proven, over time, to be able to preserve and grow their global earnings base.
Large cap U.S. listed equity portfolio that offers above-average dividend income and defensive characteristics.
Broad participation in global risk assets such as stocks, bonds and commodities.
A U.S. tilted core portfolio made up of diversified holdings to provide exposure to a wide array of asset classes.
A diversified allocation to commodities, to provide an inflation benefit and to diversify from traditional stock and bond exposures.
A diversified allocation to commodities, to provide an inflation benefit and to diversify from traditional stock and bond exposures.
Broad participation in global risk assets such as stocks, bonds and commodities.
We offer a personal, calculated plan for your finances. Get in touch to learn how we can help support your family’s future and build a richer life.
The information provided is for educational purposes only. The views expressed here are those of the author and may not represent the views of Leo Wealth. Neither Leo Wealth nor the author makes any warranty or representation as to this information’s accuracy, completeness, or reliability. Please be advised that this content may contain errors, is subject to revision at all times, and should not be relied upon for any purpose. Under no circumstances shall Leo Wealth be liable to you or anyone else for damage stemming from the use or misuse of this information. Neither Leo Wealth nor the author offers legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Past performance is no guarantee of future results.
This material represents an assessment of the market and economic environment at a specific point in time. It is not intended to be a forecast of future events or a guarantee of future results.
Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.
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