Oceanic Capital Management portfolios are designed to manage performance on a risk-adjusted basis over longer time horizons and in difficult economic environments. This investment strategy embraces the concepts of modern portfolio theory and proper allocation of assets along what is commonly known as The Efficient Frontier. Utilizing alternative and lower correlated asset classes to help offset traditional equity and fixed income volatility.
Additionally, adopting a contrarian bias keeps the focus from chasing yesterday’s winners, and we regularly re-balance our portfolios. Avoiding short-term trades and the use of excessive leverage helps us manage volatility and seek steadier long-term returns. We cannot, however guarantee specific returns.
As both a strategic and tactical allocator, the exact percentage invested in each asset class is based allocation models, customer needs and careful analyses of probable future market outcomes. The asset classes employed may include equity, fixed income, real estate, precious metals, energy, and commodities such as agricultural products and timber. Hedge funds or absolute return strategies may also be incorporated, but are limited in scope. The goal is to minimize market-timing or stock picking as sources of alpha. A diversified investment strategy seeking to create portfolios that may operate best over longer time horizons with the goal of lower volatility and equity-like returns. These portfolios tend to have lower correlations to the major market equity indexes, as such they may help stabilize return profiles in a broad range of economic environments.
The methodology is in keeping with modern portfolio theory as advanced by Nobel Laureate in Economics Harry Markowitz, and used successfully over the last 25 years by some of the world’s largest endowment funds. The style can be further distinguished by the use of robust correlation software to optimally diversify, the use of multiple non-traditional asset classes, low leverage, and a contrarian bias.
Investing involves risk including the potential loss of principal. No investment strategy including diversification can guarantee a profit or protect against loss. Past performance is no guarantee of future results.
This communication is strictly intended for individuals residing in the states of New York, Pennsylvania and New Jersey. No offers may be made or accepted from any resident outside the specific state(s) referenced.