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Gripman Investment Advisors
752 High Street
Worthington, Ohio 43085
Brokerage Services offered by Shareholder Services Group
Clearing and Custody of Client Assets through Pershing/BNY Mellon
Advisory services are offered through Gripman lnvestment Advisors, LLC
Products and service are only offered only to United States citizens and residents in states where we are registered and/or licensed. Any information on this website is intended solely for such persons. Please check with us for availability in your state.
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Absolute Value Balanced Performance Table to 8/31/2018
Absolute Value Balanced Performance Since Inception
Keeping our clients informed about our investment approach and performance reflects Gripman’s commitment to transparency and an open, personal relationship with our clients.
For additional information about our investment strategies and performance, please contact us.
* Represents how spread out returns were over a period of time with a lower number indicating lower deviation or volatility.
At Gripman, we expect markets to remain quite volatile with periods of big swings along with the potential for interest rates to move higher for the near future. These day-to-day fluctuations should not cause our clients to fear, though. Our Gripman absolute value balanced strategy is designed to weather short-term fluctuations and provide solid returns. We recognize that for investors in this strategy that capital preservation is just as important as maximizing long-term overall return. That is why Gripman applies a matrix of capital preservation tools to guide the investment decision making process, in a disciplined way, to maximize the long term overall return to risk profile.
The Gripman Absolute Value Balanced strategy was a steady performer during 2016 and ended the year up 9.65%. Just as important is that we were a relative safe haven in a rather stormy period for investment assets. This is reflected in our Sharpe Ratio during the 2016 period of 2.9. This demonstrates the risk/return profile that we are targeting longer-term with this multi asset investment strategy.
Past performance does not guarantee future results. Performance represents past performance; current returns may be lower or higher. The investment return and principal value will fluctuate so that an investor's shares, when redeemed may be worth more or less than the original cost. All returns reflect reinvested dividends and capital gains distributions, but do not reflect the deduction of taxes that an investor would pay on distribution or reductions.