OTRS
(Opportunistic Total Return Strategy)
Investment Philosophy & Process
The manager is a generalist investor and believes broad knowledge of various markets can help identify some of the best investment opportunities. There is a plethora of investment securities and half the battle to successful investing is being knowledgeable about what is available. Each day is a chance to learn about new companies and improve economic analysis. Screening techniques are use to identify a narrow list of potential investments. Securities are selected by researching company filings and reports, industry reports and performing various valuation approaches such as discounted cash flow analysis.
Want to know more about the OTRS?
*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.
