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Our Performance

Gripman Strategies Deliver Attractive Risk/Return

   The ​Gripman Absolute Value Balanced

Strategy was started in 2015 and has performed well.  We use a custom benchmark of 30% Russell 1000 Value index and 70% Bloomberg Barclays US Agg 1-5 yr index to manage the portfolios in this strategy.  The strategy outperformed by 184 bp in 2019 and 339 bp in 2018.  Since inception the strategy has returned 6.18% with outperformance of 88 bp.

2019

2018

We had positive returns in 2018 when most asset managers lost money.  We continued to outperform through 2019 as well to post a record 14.4% gross return.

The Gripman Enhanced Cash

Strategy was started in 2018 as we had requests from clients for a cash related credit strategy that could earn attractive income.  We build portfolios using 1-3 year maturity corporate bonds of BB rated companies that have good liquidity profiles.  We use a benchmark of the Bloomberg Barclays High Yield BB 1-3 yr index to manage the portfolio.  However, since we typically lean toward quality over reaching for yield our strategy will tend to underperform this index slightly when the market is in a “risk on” mood.  

Importantly, being an emerging manager gives us some advantages over traditional asset managers and can allow us to continue to provide portfolios that deliver alpha.  Contact us to discuss how we can help serve you and your investment needs.

We have delivered strong results and capture 74% of index return with half the risk of using either a longer duration or BB Index.

Disclosure

Past performance is not indicative of future results and performance of an individual client account may vary in the future.  Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy will be profitable for every client or prospective client’s portfolio and may result in a loss of principal.