Institutional/Corporate

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Institutional

Strategy Overview

Investment Objective

  • Seeks to provide a predictable stream of dividend and interest income while preserving the long-term purchasing power of the account’s assets through capital appreciation and balanced risk-adjusted returns.
  • Deliver a globally diversified, institutional-quality portfolio construction for custom-tailored individual application.Blends a comprehensive set of securities, active strategies, alternative instruments, and proprietary Little House products.

Typical Investor

Large institutional investors or ultra-high net worth individuals including, but not limited to; pension funds, banks, trusts, endowments, and insurance companies seeking well-diversified, high-level portfolio management.

How this Strategy is Managed

This strategy comprehensively blends multiple Little House proprietary equity products (Core+, Absolute Opportunity+ , Dividend Income+), along with Alternative instruments, International markets, and Fixed Income securities. When building multi-asset class strategies, every decision is derived from detailed analysis of each asset class’s fundamental prospects and valuation in relation to the overall risk profile of global capital markets. The investment team performs detailed, bottom-up and top-down fundamental research identifying driving macroeconomic and secular themes oftentimes not yet reflected into the consensus view. The well-structured Fixed Income allocation is blended across various maturities and sectors to generate a consistent income stream for optimal capital preservation. Our dynamic modeling portfolio management systems allow for investment models to automatically update across all client accounts to capture daily pricing actions.

Investment Team

  • Robert-Stimson
    Robert Stimson – Portfolio Manager  – Bio
  • James-Moise
    James Moise – Analyst – Bio
  • David-Mullen
    David Mullen – Analyst – Bio

Portfolio

Holdings

For Accounts with assets over $5M you would expect to have the following holdings:

  • 70-100 Individual Equities (Multiple LHC Equity Products)
  • 20-40 Individual Bonds
  • 10-15 Passive and Active ETFs or Mutual Funds to supplement in-house research
  • Cash

Facts

Inception Date 12-31-17
Equity Benchmark MSCI World Index
Bond Benchmark 45% Corporates 45% Barclays Aggregate 10% Municipals
Total Holdings Range 63-90
Top 10 Holdings % 25-40%
Initial Position Size 0-5%

Risk Profiles

Depending on a client’s investment objectives and attitudes toward risk, this strategy can be applied across a range of risk profiles to ensure the strategy helps a client reach his or her goals. Click to learn more about Risk Tolerance.

Strategic Weightings

Risk Profiles Most Conservative Conservative Moderate Balanced Growth w/Income Growth Aggressive-Growth Most-Aggressive
Equity 0% 20% 40% 46% 56% 75% 85% 93%
US Equity 0% 14% 28% 34% 39% 53% 60% 65%
Dividend Income+ 0% 3% 7% 8% 9% 12% 14% 15%
Core+ 0% 3% 7% 8% 9% 12% 14% 15%
Absolute Opportunity+ 0% 3% 7% 8% 9% 12% 14% 15%
US Mid Cap 0% 1% 3% 3% 4% 5% 6% 7%
US Small Cap 0% 3% 5% 6% 8% 11% 12% 13%
International Equity 0% 6% 12% 14% 17% 23% 26% 28%
Developed 0% 4% 7% 9% 10% 14% 15% 17%
Emerging 0% 2% 5% 6% 7% 9% 10% 11%
Bond 96% 76% 56% 46% 36% 18% 8% 0%
Individual Bonds 72% 57% 42% 35% 27% 14% 6% 0%
Corporates 54% 43% 32% 26% 20% 10% 5% 0%
Municipals 18% 14% 11% 9% 7% 3% 2% 0%
Bond Sectors 24% 19% 14% 12% 9% 5% 2% 0%
Alternatives 0% 0% 0% 4% 4% 3% 3% 3%
Commodities 0% 0% 0% 1% 1% 1% 1% 1%
Equity Hedges 0% 0% 0% 1% 1% 1% 1% 1%
Hedge Funds 0% 0% 0% 1% 1% 1% 1% 1%
Cash 4% 4% 4% 4% 4% 4% 4% 4%

Documents

Contact Us for Detailed Performance Report

Investment products and strategies are not guaranteed by Little House Capital LLC, are not insured by the FDIC or by any other government agency and may lose value. The performance quoted represents past performance and does not guarantee future results. Performance is gross-of-fees. Results presented are model portfolios and do not represent actual trading. Holdings and allocation may not reflect our current investment views and should not be used as the basis for an investment decision. Determining the suitability of this product will depend on feedback and risk tolerance of individual clients. For legal and tax matters, legal and tax advisors should be consulted. All material is believed to be reliable, but accuracy is not guaranteed. This is not a warranty for liability on decisions based on such information. This is not a solicitation for any order to buy or sell securities and is for discussion purposes only. Performance, risk/reward characteristics, and charts provided by Bloomberg.

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