Our Strategies

The Global Equity strategy seeks to generate long-term growth of capital by investing in a focused portfolio of global equities. The strategy employs no leverage and the use of derivatives is limited to opportunistically writing calls against select equity positions.

The Balanced strategy seeks to preserve capital while generating current income and moderate long-term capital growth. Investments are allocated between fixed income securities, select domestic and foreign stocks, and interest-bearing cash reserves. Covered calls may be employed to enhance the income stream.

The MAP US Multi-Cap Value strategy seeks to generate long-term growth of capital by investing in a diversified portfolio of U.S. equities using a multi-cap, focused, value strategy.