STRATEGY OBJECTIVE
This strategy seeks to maximize long-term growth of capital consistent with prudent investment management.
ABOUT THE STRATEGY
Equity investing is an approach that is focused on capital appreciation. If you are seeking growth of capital and are willing to withstand downsides that come with temperamental investments, you should consider including our equity strategy in your portfolio.
Common stock may be the best-known type of equity security, but this category includes preferred stock, mutual funds, exchange-traded funds (ETFs), and more. Stocks signify partial ownership in a corporation and represents a claim on part of the corporation’s earnings and assets.
Our Equity Strategy offers investors an actively managed core equity portfolio that can capitalize on opportunities within multiple sectors of the equity markets. The goal of this strategy is to provide excess returns over a long term by investing a portion of funds in ETFs that follow indexes and investing the remaining funds in ETFs that follow specific sectors to alter portfolio performance in a way that can beat market indexes.
VALUE OF STRATEGY
The Seraph Capital Equity Strategy can be beneficial as a core part of a balanced portfolio. Equities can provide capital gains and potentially produce dividend income. Our Equity Strategy is comprised of exchange traded funds (ETFs), providing liquidity and tax efficiency. An allocation to the strategy can offer the potential to improve a portfolio’s overall risk-adjusted returns.