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Investment Strategies

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RAM has a long history of managing value-oriented investments for high-net-worth individuals, institutions, endowments and foundations. Because client needs and market conditions change, accounts are tailored and customized for risk tolerance, liquidity, income needs and tax considerations.

Portfolios are invested in a combination of:

Large capitalization, value-oriented equities – stock portfolio embodies “deep value” characteristics, with a dividend yield focus

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Investment grade fixed income instruments and preferred securities

WE Offer the following Management styles

Balanced

  • Blend of equity/Fixed Income securities
  • Neutral allocation, however equity allocation can range from 45-80% based on macro view
  • Concentrated approach of 25-55 stocks
  • Fixed Income consists of short to intermediate duration corporate bonds
  • Holdings generally <5% at cost
  • Broadly diversified by sector/industry
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Balanced With Options

  • Blend of equity/Fixed Income securities
  • Neutral allocation, however equity allocation can range from 45-80% based on macro view
  • Concentrated approach of 25-55 stocks
  • Fixed Income consists of short to intermediate duration corporate bonds
  • Holdings generally <5% at cost
  • Broadly diversified by sector/industry
  • Sell puts to generate current cash flow while seeking to enhance the buy side relating to an equity position
  • Sell calls to generate current cash flow while seeking to enhance the sell side relating to an equity position

 

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Sell Discipline

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  • Company becomes overvalued  |
  • Fundamentals deteriorate  |
  • Industry or sector prospects change
  • Negative leadership/management change  |
  • Position grows too concentrated