Strategic Portfolios Overview

Explore our Proprietary Investment Vehicles

China A & ADR Shares Opportunities

We offer our clientele access to the A Share: Shanghai – Hong Kong Stock Market connect. Our portfolio consists of Chinese companies that have a strong demand for their product, impressive growth, and the opportunity to outperform greater markets.

Precious Metals and Mining Portfolio

A portfolio investing primarily in a variety of gold and precious metals mining companies. Our companies operate in the following fields: gold, silver, copper, and streaming companies.

Global Multi Asset Portfolio

This balanced portfolio provides exposure to a range of asset classes, with an emphasis on equities that are believed to be trading below their intrinsic value. Portfolios include US and International Equities, Fixed Income, and Precious Metals.

Global Equity Portfolio

This portfolio invests the majority of its assets in equities, with an emphasis on finding value. Key metrics when evaluating these companies can include a low Price/Earnings, Price/Sales, and Price/Book, along with low debt, and strong balance sheets.

Advanced Opportunities Portfolio

This portfolio employs a high-risk, high-return approach, through proprietary equity and derivative-based strategies.