Investment Management

Overview

The strategy’s primary objective is to provide long-term capital appreciation and income. The manager invests primarily in large and mid-capitalization dividend paying stocks that are conservatively financed and trading at a discount to their assessment of intrinsic value.

Key Attributes Include:

• Invests in companies that have a history of growing dividends, sustainable competitive advantages, category leadership, experienced management teams, high free cash flow yields, and low price-to-earnings ratios.
• Utilizes a bottom-up approach by focusing on fundamentals and taking a value-oriented method to dividend growth equity investing.
• Incorporates the investor’s personal and customized stock selection strategy and goals via an independent, curated portfolio of securities.

Overview

The strategy attempts to identify and purchase undervalued companies that have consistent and sustainable opportunity to grow corporate profits. The manager selects stocks on an individual basis that have a combination of growth and value characteristics and are trading at an advantageous price.

Key Attributes Include:

• Conducts rigorous quantitative and qualitative research to select 25-35 stocks for each portfolio. All companies have been screened and selected from a total universe of 10,000 securities.
• Utilizes proprietary algorithms to continually assess the health of each portfolio company, the sustainability of its earnings growth, and its potential for positive quarterly earnings surprises.
• Incorporates the investor’s personal and customized stock selection strategy and goals via an independent, curated portfolio of securities.

Overview

The strategy invests in dividend-paying companies with the expectation that their dividends will be raised over time on a consistent basis. The intent is to earn an income stream that grows at least as fast as the rate of inflation, while maintaining a defensive stock sector allocation by limiting the downside volatility to principal.

Key Attributes Include:

• Actively managed options writing helps investors avoid downward volatility (or skew) and capture greater upside of a company’s performance.
• Single stock options writing allows the portfolio manager to be more opportunistic and gives the investor greater flexibility with the percent of the portfolio that has options written against it.
• Targets two income streams, including dividend income (which seeks to perform above the S&P 500 market yield) while adding income premium from writing options against the individual companies in the portfolio.

Overview

The strategy Identifies and invests in undervalued businesses with solid balance sheets that have defensible competitive advantages and superior management teams. The manager then utilizes covered call option writing to maximize the income stream on a high-quality equity portfolio in a risk averse manner.

Key Attributes Include:

• Actively managed options writing helps investors avoid downward volatility (or skew) and capture greater upside of a company’s performance.
• Single stock options writing allows the portfolio manager to be more opportunistic and gives the investor greater flexibility with the percent of the portfolio that has options written against it.
• Targets two income streams, including dividend income (which seeks to perform above the S&P 500 market yield) while adding income premium from writing options against the individual companies in the portfolio.

Overview

The Full Cycle Investment Strategy launched in 2024 through a strategic partnership between Hedgeye Asset Management (HAM) and Griffin Asset Management.

The strategy is predicated on a model portfolio provided by HAM that is designed to track the published investment research and trade signals of Hedgeye Risk Management (Hedgeye), with Griffin Asset Management responsible for the product’s advisory and operational responsibilities.

Key Attributes Include:

• Managed in separate accounts
• Implements a process that attempts to risk manage flows, fundamentals and macro
• Employs Hedgeye’s Quad Model, Price Signals, Risk Range SignalsTM, and Analyst Opinions as screening mechanisms when considering asset allocations
• Utilizes a “Go Anywhere” approach to security selection with portfolio implementation that follows a proprietary, rules-based risk management framework