GoodWin Asset Management, Inc
Professional Wealth Management Firm
|
GoodWin Asset Management, Inc Professional Wealth Management Firm
|
|
|
INVESTMENT STRATEGY GoodWin's in house expertise is in conservative equity portfolio management. The portfolio is internationally diversified in order to minimize risk and maximize return. This reduces concentration of the overall assets in one particular economy, thereby subjecting to severe market gyrations. Typically, equity portfolios consist of 50% invested in US markets and 50% in international markets. This percentage may vary depending upon the risk-return profile and preferences of the client. Chosen international markets are predominantly developed markets with a small allocation to safe emerging markets. A combination of bottom-up and top-down investment strategy is used. GoodWin uses top-down approach in making country selection. Once the country and the economy is selected and fits the investment criteria, individual stocks are picked by using bottom-up approach. International diversification is obtained by investing in ADRs or directly investing in the international markets. This entirely depends on the tax status of individual clients. Stock selection is based on fundamental analysis of the financial statements. The most important criteria in making a selection are:
Strong Cash Flow
Statement on the basis of
Free Cash Flow Analysis Apart from this, the Portfolio Manager also analyzes the industry on the basis of competitive analysis and industry structure. Economic trends and market sentiments also play key roles in taking investment decisions. Value plays in beaten up sectors of the market are given over weightings.
Diversification
is achieved within the chosen
sector by selection of securities that do not duplicate products or services.
High beta sectors are given under weightings to prevent capital loss in
gyrating markets.
Fixed Income Portfolios are managed with securities and
products that provide inflation protection.
Government and corporate securities are chosen on the basis of duration,
convexities and other forms of risk analysis measures. GoodWin acts in the
capacity of a manager of managers using expertise from external portfolio
managers for managing specific fixed income portfolios. GoodWin strongly believes in overall diversification to minimize risk and hence offers advice in allocating funds to alternative investments as part of an overall portfolio. By decreasing the risk and increasing the returns, the efficient frontier of the portfolio is moved upwards. |
|
|
Send mail to
GoodWin with
questions or comments about this web site.
|