Portfolio Solutions

Strategy Overview

The Timber Point Portfolio Solutions Strategy seeks superior risk-adjusted returns by allocating capital across a wide variety of global asset classes.

PS 1

Repeatable global asset allocation framework

Investment team, framework and track record in place since 2004

PS 2

A global portfolio solution that aims to achieve attractive returns at acceptable levels of risk

Active evaluation of global risk assets is guided by a focus on appropriate portfolio risk metrics

GTA 2

Integrated process of asset allocation, risk management and portfolio construction ensures consistency of portfolio returns relative to client objectives

Portfolio risk/return profile can be tailored to individual objectives...need help here.

GTA 4

Simple and transparent investment framework implemented with ETF's, mutual funds and individual stocks and bonds

We seek to implement our investment decisions with low cost and tax effective solutions

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2005

Since Inception

6.16%

10 year Annualized Return (8/31/2020)

0.83

Beta vs S&P 500

9.5

Standard Deviation

Timber Point Portfolio Solutions Strategy Materials

Timber Point's Portfolio Solutions Strategy seeks superior risk-adjusted returns by allocating capital across a wide variety of global asset classes.

The strategy achieves this through:

  • Repeatable global asset allocation framework
  • A global portfolio solution that aims to achieve attractive returns at acceptable levels of risk
  • Integrated process of asset allocation, risk management and portfolio construction ensures consistency of portfolio returns relative to client objectives
  • Simple and transparent investment framework implemented with ETF's, Mutual Funds and individual stocks and bonds.
Asset 11

Fact Sheet

Most recent strategy returns, key statistics, exposures and holdings related data.

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Presentation-1

Investor Presentation

Overview of our investment universe, philosophy, process and portfolio characteristics.

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Analytics

Analytics

Comprehensive analysis of returns and various performance-related statics since inception.

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Tree Moving Background2020-04-23 13-48-55-735-1 copy
Tree Moving Background2020-04-23 13-48-55-735-1 copy
Commentary Transparent

Q3 2020 Market Outlook

Since March, the US stock market has enjoyed a 20% bounce from its bottom seemingly on the vague promise that the US economy was going to re-open and life would resume somewhat normally. To a subset of investors, the notion of recovery has seemed preposterous as the economic damage inflicted by COVID-19 has been so large, so unprecedented and to a great extent not fully digested by the overall economy today. A second COVID wave, unemployment, commercial real estate, municipal finances, consumer spending, et al, are at the top of their very long worry list....

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