Our portfolios

Understanding our investment method

Achieving your optimal portfolio is our primary focus 

  • Our stock models are continually rebalanced as stocks move throughout the quarter. Bigger allocation changes can be brought on by market conditions or by individual investment outperformance/underperformance.

  • We continually meet with our managers to ensure they are staying on track and maintaining their disciplines which were the reasons we invested in the first place. In addition to this we are constantly for new and emerging managers to potentially replace an allocation should they materially show compelling reasons to do so. 

  • Many clients need consistent income in retirement and that income cannot be predicted in growth companies. Dividend paying equities provide a great income stream for clients looking for conservative growth and income requirements. 

  • Using the 5 different strategies listed, we add higher weights to capital growth for riskier clients and more volatility management or fixed income for conservative clients. 

  • Our macro views on the markets are derived from many economists and portfolio managers research reports. Many of these reports are highlighted on our research page.

Security and income portfolio

 

This portfolio is designed for the conservative investor who is looking to protect their capital and provide basic income they may need during retirement. They are satisfied with not achieving maximum returns in order to protect their investments from market volatility.
 
20% fixed income, 40% equity income, 15% capital growth, 10% real assets, 15% volatility
Steady growth portfolio

 

This portfolio is designed for the average investor looking to grow their portfolio over time and can handle some downside while maintaining, enough income and stable investment returns to achieve their financial goals and cover all income needs.
 
15% fixed income, 35% Equity income, 30% capital growth, 10% real assets, 10% volatility
Aggressive growth portfolio

 

This portfolio is suitable to the more risk adverse investor who has either a long time horizon or can handle larger sudden drops in the market, knowing that they will achieve higher returns over a 5 to 10 year period. They understand that their portfolio could be underperforming over any short-term period. 
 
10% fixed income, 30% income, 40% Capital growth, 10% real assets, 10% volatility

Advantages of alternative investments

(As of July 2020)

  

 

 

 

The Partington Alternatives Portfolio includes funds using the following strategies.

  • Long-short Equities

  • Public Credit

  • Private Equity/Credit

  • Private Real Estate

  • Specialty Loans 
1. Diversification, risk-adjusted returns and volatility
    
2. Downside protection
    
3. Flexible investment strategy
    
4. Low correlation
    
5. New investment opportunities