Welcome, to the new and improved Rockhaven Capital Management. It's been nearly three years since I founded Rockhaven Capital Management and I felt it was time for a few improvements.
The most obvious, visual, change is to this Newsletter, our Blog, and our Website. All have been reformatted to make them easier to read, and easier to move between one and the other.
On the business front of Rockhaven we are making our services available to a much wider audience. We are lowering our minimum investment for actively managed accounts from $500,000 to $100,000. We are also offering free initial consultations. If you'd like to have a professional look over your investment portfolios, even if its just your 401-K, please give me a call, I'd be happy to offer my advice.
On the investment side of Rockhaven we have also made some significant enhancements. First, we've made some meaningful improvements in technology to help in both account management and asset allocation. These improvements make it easier for me to offer my services to a much larger audience of investors, but more importantly they've enhanced the accuracy and timeliness of our asset allocation process.
We can do a lot of things at Rockhaven, but we will not try and do everything. What truly makes Rockhaven unique in the investment management industry is the simple fact that, if we're not willing to put our own money into an investment, right along side of you, then we simply don't make the investment.
Currently we offer the following three Investment Strategies (including the new Focused Tactical Asset Allocation):
Global Tactical Asset Allocation (GTAA) - This is our core strategy, it is a defensive portfolio designed to protect assets during bear markets while still participating on the upside. It offers broad global diversification among the following markets: U.S. equity, international equity, gold, real estate investment trusts (both U.S. and int'l.), commodities, fixed income (both U.S. and int'l.), and cash. We use our proprietary screens to determine the appropriate weight to be allocated to each investable market. These weights change as markets evolve.
Focused Tactical Asset Allocation (FTAA) - This focused strategy is similar to GTAA in broad global diversification, but differs in the weights allocated to each asset. We focus our investments into those assets that have the best relative strength, and have zero weight in those that are currently less attractive. In broad systemic bear markets, like 2008, it would not be unusual to be 100% in cash.
High Yield Portfolio - This portfolio is designed to offer investors high current income by tactically investing among various high-yield markets, such as; high-yield corporate bonds, preferred stocks, mortgage REITs, master limited partnerships, and emerging market bonds. Our proprietary relative strength screens are used to determine appropriate weights and cash levels.
What has not changed at Rockhaven is our goal of preserving and increasing the purchasing power of our investors in constantly evolving markets. We will continue to manage your assets along side of our own with total transparency.
These can be stressful times for investors. If I can help alleviate some of that stress, please give me a call.
Be careful out there,
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