Portfolio Management
Managing your financial assets to meet your objectives is our primary focus. We use a time-tested, value-oriented strategy to research new assets and apply the same discipline when selling assets.
Managing your financial assets to meet your objectives is our primary focus. We use a time-tested, value-oriented strategy to research new assets and apply the same discipline when selling assets.
Now it’s time for your wealth to work for you.
At Hart Capital Management our focus is to manage your portfolio of financial assets, so you can enjoy the rewards of your hard work.
If you have investable assets of $250,000 or more and want the team of Hart Capital Management professionals working for you, contact us see how the unique aspects of our philosophy and portfolio management strategy can serve you.
As a Hart Capital Management client, know that our fiduciary responsibility of managing your portfolio is our primary focus.
Diligent investing is a team process. At Hart Capital Management we generally take long positions in undervalued companies that exhibit intermediate and long-term appreciation potential. This strategy allows us to navigate quarterly earnings volatility while remaining focused on companies with disproportional upside potential.
Each investment decision begins with a bottoms-up quantitative analysis of the company’s fundamentals relative to the entire market that includes but is not limited to:
Utilizing the above information and data points, analysts build proprietary models and present company research to the investment committee.
From initiation to recommendation, the team consolidates a broad array of quantitative and qualitative information into a straightforward decision. We take a similar comprehensive approach to all sell decisions.
Selecting fixed income investments isn’t as straight forward as simply deciding on income yield that we want our clients to earn on their portfolios and walking away. It requires constant monitoring of credit cycles, macro-economic trends, Federal Reserve policy, domestic and foreign sovereign market movements, tax-rate policy and increasingly geo-political activities. Each of these variables can cause a shift in returns and impact the risk of the portfolio.
At Hart Capital Management, we use the following methodology to craft our fixed income portfolio: