Our approach to fixed income investing is to earn an appropriate level of income consistent with capital preservation.
Our Core Equity Strategy invests in high- quality companies with strong balance sheets and reasonable earnings growth.
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.
We believe market inefficiencies create mispricings and undervaluations, which can be substantial in smaller capitalization stocks.
ARS Multi-Strategy is a custom portfolio designed to meet a client’s specific needs by investing in proprietary and third-party-managed strategies.
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.
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.
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.
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After reading and understanding the definition of ‘accredited investor’ in the link at the bottom of this page, do you affirm that you qualify as an accredited investor?Yes
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