Investment Strategy

Strategy Web

 

Clients who employ Heart Capital to manage their investment assets can expect a disciplined, focused, investing strategy cemented by a respect of market risk. We utilize a methodical approach in order to both simplify the decision-making process and to reduce the actual number of decisions needed to be made. This deliberate strategy and unbridled patience affords us the opportunity to manage money in a method contrary to Wall Street norms.

We take the responsibility of managing client assets very seriously and attempt to navigate financial markets in a tactical and measured process. By doing such, investment portfolios may become concentrated in a small number of individual positions at times, and we are quite comfortable utilizing cash as an asset class if no presentable opportunities exist.

Portfolios are managed on a fully discretionary basis by Heart Capital and reasonable restrictions are allowed. An interview and questionnaire help us and clients determine the appropriateness of our strategy given its focus.

 

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