Active Investing

Purposefully selected, adjusted as conditions warrant.

Objective: 

Allocate capital selectively to opportunities that make sense.

Solution:

Curated investments through thoughtful security selection.

Why we like it:

Capitalism, at its core, rewards the effective deployment of capital.  By identifying opportunities that will make good use of our investment dollars - and which can be purchased for a reasonable price - we not only aim for financial returns but also get to contribute to a thriving, innovative, and entrepreneurial society.

Conversely, situations where our investment dollars will generate a low return or be squandered should be avoided.

Thoughtful, active participation in our financial markets is, we believe, a worthwhile use of our time and money.

A word of caution:

In a dynamic marketplace there are individual winners and losers, and at a larger scale there are ebbs and flows within the economy as a whole.  The entire system is extremely complex, interconnected, and ever-changing.  Having to account for human behavior, sentiment, and countless other variables that can influence market outcomes means it is notoriously difficult (to put it mildly) to make a perfect prediction.

The more selective we are, the more likely we are to experience outcomes that differ from the experience of the economy as a whole - for better or worse.

In short: despite anyone's best efforts investing will always involve risks.  Gains are not guaranteed, permanent losses of capital are possible, and temporary setbacks are likely.

How we (hope to) add value:

When considering investment managers, it does not take long before you discover there are a lot of different views on how best to implement an active approach.  At EAO Capital, we look for approaches grounded in sound underlying principles - whether explicitly stated or subtly embedded.  Yet even the most sound investment approaches can fall in and out of favor as market conditions shift.  With a deep understanding of the strengths and limitations of various investment philosophies, we can help you choose which active fund manager(s) to hire.

Step 1: Determine which mix of stocks and bonds is suitable for your objectives and risk tolerance.

Step 2: Select active funds in the targeted proportions.

Step 3: Monitor and suggest rebalancing back to target, as needed.

Whether active or passive, EAO Capital constructs portfolios that respect our core investment principles while staying true to what matters to you.