We manage individual equity portfolios of established clients with a minimum $100,000 investment.
1. Value. Market capitalization of each company is compared to predicted value based on sales, growth, smoothed profit margins, and a discount rate appropriate based on company characteristics
2. Risk. We use regression analytics and the most recent major market declines to model potential losses, by stock, during any future potential sell off
3. Momentum. Similar to Risk modeling, we use recent market gains to identify factors most closely associated with individual stock outperformance… should positive market momentum continue
At Stellar Assets, we believe in prudent risk-taking on undervalued companies. We always try to buy low and sell high, which in practice often means taking positions in companies which Wall Street has shunned. These appear to be fundamentally sound companies, but recent negative price action has forced the Wall Street fashion show in another direction. We can be patient. We often acquire more when others abandon ship as perception and related job preservation force the last remaining analysts to reluctantly issue their sell orders. Please see Our Approach for more details or contact an investment professional.