Investment Management - Castellan Group

INVESTMENT STRATEGIES

Our current investment strategy offering includes:

Targeted Equity

Targeted Equity is a factor strategy that uses selection criteria to arrive at a universe of investable equities. The strategy selects GARP (Growth at a Reasonable Price) companies that are demonstrating positive earnings, estimate revisions, and positive price momentum while exceeding our profitability value metric. Those equities are then monitored for Buy or Sell signals.

VolPar™

VolPar™ is an asset allocation investment strategy inspired by the idea of risk parity. Through a wide static diversification across the asset classes of equities, fixed income, and commodities rebalanced according to a strict quarterly schedule, VolPar™ seeks to be robust by avoiding fluctuations from macroeconomic changes and delivering higher geometric returns.

Targeted Income

Targeted Income is an income-focused strategy that uses quantitative and qualitative filtering criteria based on dividend growth, safety, and quality of the underlying business’s fundamentals. The strategy will hold a collection of dividend-growing stocks and then manufacture an additional dividend yield by writing short-term Out-of-the-Money (OTM) calls.

Income Growth

Income Growth is an income-focused strategy that uses quantitative and qualitative filtering criteria based on dividend growth, yield, safety, and quality of the underlying business’s fundamentals. Holdings will be solely a limited number of REITs and Utilities.

Opportunistic Structured Notes

Structured Notes strategy has two categories: growth and income. The income strategy uses asset-linked notes to generate income. The strategy monitors market volatility to dictate the best opportunities to find the yield for given levels of principal protection. The growth strategy uses leveraged upside to seek accelerated returns for certain attractive equities.

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Philosophy

Our Investment Philosophy:

Recognize limitations

Consider risk more than returns

Discipline

Process orientation

Search for antifragility

Alignment of incentives

Investment Strategies & Advisory

INVESTMENT STRATEGIES

Philosophy

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