Opportunistic Managed Strategies
Opportunistic Strategy (OS)
This strategy seeks to provide above average returns over time by investing in a mix of US stocks, primarily small cap stocks, as well as international stocks and high yield bonds. It provides good diversification to many large cap growth focused investments. While the strategy is a contrarian value based strategy and at times deep value, the allocation will differ materially from many small cap value indices.
There is a heavy emphasis on special situation stocks.
There is a heavy emphasis on special situation stocks.
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Opportunistic Equity (OE)
This strategy is a more active, concentrated, higher-risk version of the Opportunistic Strategy.
There will be roughly 50 holdings in the strategy. It will not hold a number of OS holdings but will hold some as a larger percentage of the portfolio. It will not invest in bonds. It will also not have any allocation to an exchange traded fund or mutual fund.
There will be roughly 50 holdings in the strategy. It will not hold a number of OS holdings but will hold some as a larger percentage of the portfolio. It will not invest in bonds. It will also not have any allocation to an exchange traded fund or mutual fund.
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Allocation & Performance
The Waterfront Opportunistic Strategy began in 2016. The Waterfront Opportunistic Equity Strategy began in 2020.
We are proud of our performance and would be happy to share with you. Please contact:
We are proud of our performance and would be happy to share with you. Please contact:
*The investment(s) discussed may not be suitable for all investors. Investors should make investment decisions based on their own specific investment objectives and financial circumstances.
**Additional information is available upon request.
***Any investment contains risk, including the risk of total loss, fluctuating prices and uncertain returns.
**Additional information is available upon request.
***Any investment contains risk, including the risk of total loss, fluctuating prices and uncertain returns.