Investment Management


There are Times to Participate in Market Gains and Times to Protect Those Gains

We believe there are numerous ways to build and manage investment portfolios with no "right" or "wrong" approach. Rather the differences involve various philosophies of investing, or may be influenced by the investor's familiarity with, or preferences for, certain types of securities. The one feature we require of any portfolio, however, is that it be well diversified in order to manage excess, or unnecessary risk. This means that any well constructed portfolio should contain assets that are not highly correlated in price movements with each other.

We believe there are numerous ways to build and manage investment portfolios with no "right" or "wrong" approach. Rather the differences involve various philosophies of investing, or may be influenced by the investor's familiarity with, or preferences for, certain types of securities.

The one feature we require of any portfolio, however, is that it be well diversified in order to manage excess, or unnecessary risk. This means that any well constructed portfolio should contain assets that are not highly correlated in price movements with each other.

Commons Capital Advisors | Investment Management
Commons Capital Advisors | Investment Management

We Reduce Overall Portfolio Risk by Maintaining an Appropriate Asset Allocation

It’s because of the risk-return tradeoff that diversification through asset allocation is important. Since different asset classes vary in risk and fluctuate in market value, proper asset allocation insulates the entire portfolio from the ups and downs of any one class of security. So while part of your portfolio may contain more volatile securities the other part lends itself to stability.

We Reduce Overall Portfolio Risk by Maintaining an Appropriate Asset Allocation

It’s because of the risk-return tradeoff that diversification through asset allocation is important. Since different asset classes vary in risk and fluctuate in market value, proper asset allocation insulates the entire portfolio from the ups and downs of any one class of security. So while part of your portfolio may contain more volatile securities the other part lends itself to stability.

 Asset Classes

  • Cash & Cash Equivalents
  • Global Equities
  • Global Fixed Income
  • Real Return
  • Hard Assets
  • Real Estate
  • Convertibles
  • Alternatives
  • Structured Notes

 Sectors

  • Information Technology
  • Financials
  • Consumer Discretion
  • Consumer Staples
  • Industrials
  • Energy
  • Utilities
  • Materials
  • Telecommunications

 Size & Style

  • Large Cap Core
  • Large Cap Growth
  • Large Cap Value
  • Mid Cap Core
  • Mid Cap Growth
  • Mid Cap Value
  • Small Cap Core
  • Small Cap Growth
  • Small Cap Value

 Region

  • Americas
  • Europe
  • Asia
  • Emerging Markets

Historical Average Annual Returns {1926-2016}

Historical Average Annual Returns {1926-2016}

100% BONDS

{ Conservative }

50% BONDS | 50% STOCKS

{ Moderate }

100% STOCKS

{ Aggressive }

100% BONDS

{ Conservative }

50% BONDS | 50% STOCKS

{ Moderate }

100% STOCKS

{ Aggressive }

MARKET INSIGHTS

“To reduce risk it is necessary to avoid a portfolio whose securities are all highly correlated with each other. One hundred securities whose returns rise and fall in near unison afford little protection than the uncertain return of a single security.”

Commons Capital Advisors | Harry Markowitz
HARRY MARKOWITZ

American Economist

“To reduce risk it is necessary to avoid a portfolio whose securities are all highly correlated with each other. One hundred securities whose returns rise and fall in near unison afford little protection than the uncertain return of a single security.”

Commons Capital Advisors | Harry Markowitz
HARRY MARKOWITZ

American Economist

                 

© 2017 Commons Capital Advisors, LLC.
All rights reserved.

              

© 2017 Commons Capital Advisors, LLC. All rights reserved.