Our Strategies

ARS Core Fixed Income Strategy

Our approach to fixed income investing is to earn an appropriate level of income consistent with capital preservation.

ARS Core Equity Strategy

Our Core Equity Strategy invests in high- quality companies with strong balance sheets and reasonable earnings growth.

ARS Focused All Cap Strategy

We seek to identify the best-positioned and undervalued companies across market capitalization ranges and include investments characterized as growth and/or value in their orientation.

ARS Focused Small Cap Strategy

We believe market inefficiencies create mispricings and undervaluations, which can be substantial in smaller capitalization stocks.

ARS Multi-Strategy

ARS Multi-Strategy is a custom portfolio designed to meet a client’s specific needs by investing in proprietary and third-party-managed strategies.

ARS Focused ETF Strategy

The ARS Focused ETF Strategy utilizes ETFs to express our views consistent with the ARS Outlook. The strategy concentrates on sector, industry, and subindustry ETFs that we feel provide the greatest exposure to our highest-conviction secular trends. Our conviction is expressed through 8 – 10 ETF investments.

ARS Tactical Asset Allocation Balanced Strategy

The Tactical Asset Allocation Balanced Strategy draws elements from our Core Equity, All Cap and Core Fixed Income strategies to generate returns while reducing volatility and downside risk.

ARS Tactical Sector Allocation ETF Strategy

The ARS ETF approach leverages our investment philosophy and process, while providing a strategy that more closely tracks the benchmarks with limited turnover.

Our private long/short equity strategy is invested mainly in the technology, media, telecom, and consumer sectors with a focus on building business value over time.