By managing risk on at an individual security level we avoid risk parity issues.
We provide our clients with investment strategies that focus on value, stability and growth. Gripman Investment Advisors seeks to gain recognition as one of the premier firms to offer lower volatility focused multi asset portfolio management.
We target a lower volatility and reduce risk by limiting or excluding risker assets such as growth stocks or long duration fixed income.
Gripman Portfolio Manager, Tim Bond, was interviewed about his views on Puerto Rican Bonds.
Most "Balanced" strategies in the market today still manage assets through individual silo's (i.e. equity, fixed), and simply group them together to create a traditional "Balanced" portfolio. Some Asset Managers have separate teams that may even be located in different locations. Other funds manage through a fund of funds format that result in higher fees. Gripman manages up and down the capital structure with a focus on underlying cash flows of each security. We have created a system to comparatively analyze and compare assets across multiple classes. This holistic research approach allows us to build a truly balanced portfolio.
Most "Balanced' strategies allocate capital dependent on benchmark indices that could remain invested in assets that could eventually default and suffer permanent capital loss. Gripman attempts to avoid permanent capital loss on a security level, but also seeks to avoid the most risky portion of each asset class. The result we believe is to create a safer and more stable investment portfolio.
Our Enhanced Cash portfolios take advantage of finding good investments in the BB ratings area of the bond market and capturing the performance benefit of bonds that get upgraded to investment grade.
Our Options Strategy builds portfolios of equity derivatives that that limit loss exposure, while looking to capture outsized returns when we see several standard deviation moves in the underlying stock.