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US EQUITY

Investor Profile

An investor in the concentrated strategy is seeking to outperform equity indices by investing in a select number of mutual funds and individual securities that collectively will likely provide returns more volatile than other strategies. This is an investor who does not need current income and has the time and risk tolerance to withstand volatility within the strategy.

Strategy Objective

The concentrated strategy is positioned to achieve a return greater than the S&P 500 over time.

Strategy Characteristics

We are looking for fund managers that are willing to put a high percentage of fund assets into high conviction investments. The individual stock holdings within the strategy will own a collection of businesses that make an investment in the stock resemble an investment in a diversified holding company. We do not intend to hold individual stock positions in companies with a business focused on one particular industry or sector. The number of investments in the strategy can vary but will likely be close to ten.

Strategy Process

We screen for concentrated funds that are willing to invest a significant percentage of fund assets into the highest conviction stocks. Because security performance of high conviction investments is paramount to returns in this strategy, we interview funds to understand why certain securities are favored. The individual stock holdings are companies that we believe have strong management and the skill to allocate capital to the businesses with the best prospects. 

Tactical allocation is made between the various fund managers and individual security holdings. Our own research and third party research help us make the tactical allocation decisions.

Learn more about Active Fund Strategies.

dividend & income
DIVERSIFIED equity
absolute
aggressive
​fixed income
bond
short duration
*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.

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Kansas location:

6711 W 121st Street
​Overland Park, KS 66209
​​​


​​(913) 951-5800
(855) 875-0100

Florida location:

217 SE 1st Ave.
​Suite 200-116
​Ocala, FL 34471


​​(352) 820-6004

*Waterfront Wealth Inc. is currently registered as an investment adviser with the Securities and Exchange Commission.  State securities laws require that the firm be registered, or qualify for an exemption from registration, in order to provide investment advisory services to residents of a particular state.   Should you choose to contact the firm, any substantive communication between you and the firm will be
conducted by a representative who is appropriately licensed, registered, or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. 
**All content on this site is for information purposes only and should not be considered investment advice.  Material presented is believed to be from reliable sources and no representations
are made by our firm as to another party's informational accuracy or completeness.  
***Waterfront Wealth Inc. and its representatives do not provide tax or legal advice and nothing herein should be construed as such.  Always consult with your tax advisor or attorney
​regarding your specific circumstances.
  • Home
  • About Us
    • Advisors & Associates
    • Our Process
    • Contact Us
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