The Intelligent Trader

 

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What Makes Us Different?

 

If you were to ask us ...

"what makes us different from other portfolio managers"?

 

 It's these 8 items:

  • Absolute Return. Our trading and investing programs are designed for traders/investors who are looking for "Absolute Return" versus "Relative Return".
     
  • Growth Oriented. All of our programs are growth oriented with a twist. As long/short proponents, we'll use anything to get an edge whether it's stocks, exchange traded funds (ETFs) or options.
     
  • Active Management. One area that sets us apart from our competition is that our portfolios are “all-inclusive”. Experience has taught us that the market is too dynamic and diverse to be pigeon-holed to any one corner or segment of the investment universe. So, instead of waiting for returns to come to us, we actively seek out the most favored markets, sectors and individual names and/or ETFs. In that light, we are:
     
  • Multi-Directional. In keeping with our commitment to active investing, we, by design, can be either "long" or "short" up to 100% of assets. In our opinion, "Long Only" is only half right.
     
  • Multi-Style. As much as people might try, we are not pigeon-holed into a particular category (growth, value, blend). We comb the entire investment spectrum looking for ideas that are working.
     
  • Multi-Cap. The size of the company is of no real concern. We will utilize large, mid and small cap sectors when appropriate.
     
  • Concentration. Our objective is to maximize our rate of return. In order to do this, we will overweight portfolios into the most "favorable" sectors and avoid the "least" favorable sectors. Our Long/Short Portfolio 20-25 positions.
     
  • Risk Management. The area that sets us most apart from most other portfolio managers is our focus on risk management. We place a great deal of emphasis on risk management and the role it has in the lives of our subscribers. In fact, most of our ongoing education programs are directed at helping investors understand the benefits of risk management and exactly what it means to them.
    Risk management does not mean that investors will never see a decline in their portfolios. That’s beyond our control. It does mean that we do strive to protect assets in declining markets while receiving a good rate of return in rising markets.

     
 

 

Home | Investment Philosophy | 5 Step Process | The Difference | Meet the Team | Our Performance | Long/Short Report | Contact Us

 

The Intelligent Trader

P.O. Box 625
Alpharetta, GA 30009-0625
For Information/Customer Service
info@intelligent-trader.com

 

 

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