Portfolio Strategies
WestEnd thinks and invests differently than many investment advisors …
WestEnd approaches investing differently than many other investment advisors that charge clients fees to invest in exchange-traded funds, mutual funds, or broadly diversified portfolios meant to perform like a benchmark. However, this total market approach generally means taking the good with the bad.
Instead of investing in funds or broad diversification, we actively pursue greater returns by investing in individual stocks we believe are going to generate accelerating earnings. And instead of broad diversification across 70 to 80-plus securities, or many different ETF’s and mutual funds, we maintain a smaller portfolio of 30to 40 names.
“WestEnd doesn’t put you into the whole market because at any given time, there are parts of the market that are doing really well and those that aren’t. It’s a skill set to figure out which ones are going to do well.”
- Jamie B.
WestEnd Capital Management client
“WestEnd doesn’t put you into the whole market because at any given time, there are parts of the market that are doing really well and those that aren’t. It’s a skill set to figure out which ones are going to do well.”
-David P.
WestEnd Capital Management Client
Our Investment Products
WestEnd Capital Management’s clients have separately managed accounts (SMAs) invested in one of the strategies below, depending on your specific objectives. We believe in only holding 20 to 40 positions at any given time. This concentration creates a risk/reward dynamic we’re comfortable with.
Core Growth Equity Portfolio
Invests in a diverse group of 30 to 40 equities. The primary objective is to maximize returns on a risk-adjusted basis. The portfolio is primarily invested in U.S. and foreign equities.
Equity Income Portfolio
Invests in 25 to 30 securities primarily for current income and cash flows, with a secondary objective of long-term capital appreciation. The portfolio is invested in common stocks, preferred stocks, REITs, MLPs, and similar income-generating instruments.
For performance-related information, please reach out to us directly.
“WestEnd Capital Management is a uniquely talented valuator of companies. They have a different approach and model to investing that has achieved great results.”
David P.
- WestEnd Capital Management Client
FOCUSED ON RESEARCH
Our team meets twice a day – one hour after the US market opens and shortly before it closes. We discuss current and future trends we are seeing, how consumer spending is shifting, what is influencing the market, and above all, how the companies we own fit into the economic narrative.
Our investment philosophy is simple and unwavering: we want to own companies with exceptional management and accelerating earnings. Meeting our goal means our research is reviewed—and tested—daily.
SELL DISCIPLINE
If we expect a company’s earnings to decelerate or we believe we have captured sufficient upside, we will sell a position. Because of WestEnd’s boutique size, we are nimble and can move quickly, as opposed to multi-billion dollar firms that cannot unwind positions in real time. There is no bureaucracy or bottlenecks in our buy and sell decisions—we move quickly and decisively in both directions.
FINANCIAL & RETIREMENT PLANNING
Gus Ozag CFP, ChFC CLU, a WestEnd partner, offers our clients complimentary financial planning and retirement planning services. Gus has expertise in insurance analysis and can guide clients towards insurance and planning solutions tailored to their long-term goals.
For more information on WestEnd strategies or services, please contact us directly.