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Portfolio Monitoring and Risk Management Strategy

Track daily news flow, analyst reports and economic data

Analyze the macro environment via our quarterly newsletter and monthly chartbook

Assess portfolios through our four idea generation sources and diversification guidelines

Monitor individual holdings for changes in quality, valuation and technicals

  • Review idea generation and rationale when individual stock exceeds 3.5% of portfolio
  • At 3.5%, consider trimming 10-20% to reduce weighting
  • Trim if any single stock position reaches 5% (excl. specific client requests)
  • Sell when one or more of the key reasons for investment is no longer viable and/or when the investment already discounts future cash flows
  • Execute these trim/sell guidelines consistent with a philosophy of letting outperformers run and cutting underperformers, especially in a low-interest rate environment.