Investment Philosophy...

Savy Capital Management believes a comprehensive portfolio management process should encompass conservation of capital, provision for consistent growth, and aspiration for aggressive wealth building. Balancing the competing investment objectives of preservation of capital (low risk) and growth of capital (more risk) requires a dynamic risk management process. We believe portfolio risk should be a function of ongoing investment performance; increase risk with improving performance and decrease risk to minimum levels as performance diminishes or portfolio drawdowns hit thresholds.

Investment Process...

Savy Capital's primary objective is to deliver excellent investment results by offering proprietary investment capabilities complemented by highly disciplined risk management practices. To achieve this, the firm relies on strong knowledge of capital markets, internal risk management tools, intense focus on market action, and monitoring of news flow. Investment choices are made opportunistically on the basis of fundamental valuation, technical and quantitative analysis, and asset class correlation. Capital is allocated tactically to various assets, to minimize overall portfolio risk and strive for attractive returns.

Investment Strategies...

Savy Absolute Return: Alternative investment strategy that seeks to deliver attractive returns by taking positions across multi-asset classes and multi-time frames while maintaining low portfolio volatility initially. Our dynamic risk management process increases risk with improved performance and scales back on risk after pre-defined portfolio draw downs. The absolute return strategy combines our investment philosophy and investment process to maximize risk adjusted return on investment.

Savy Relative Value: Traditional benchmark oriented long-only strategy that focuses on sector rotation, income generation, and percent of capital allocation. Strategy aims to outperform a predefined benchmark hence capital allocation is typically high, leverage maybe used at times and portfolio volatility is highly correlated to the markets.