Philosophy
Global diversification gives IronHorse the ability to scan the world for investments that fit our value-oriented philosophy, thus improving our potential to produce outsized returns in all market environments. Meanwhile, global diversification helps diminish overall portfolio risk over time. In the end, IronHorse remains steadfastly focused on superior risk-adjusted return. Strategic, multi-level diversification gives IronHorse investors an advantage.
HOW WE ACHIEVE DIVERSIFICATION:
Cross-BordeR
IronHorse invests in mid and large cap companies across all regions of the world, from North America, to the developed EAFE (Europe, Australia, Far East) countries, to emerging markets. All individual investments in international markets must meet strict valuation, liquidity, and market-cap criteria to ensure that IronHorse is providing returns without excessive risk. IronHorse imposes limits on the level of investment in any one country or region.
Cross-Sector
IronHorse complements its bottoms-up, fundamental single-stock orientation by analyzing and shaping the portfolio at the sector level. Various criteria such as valuation, growth potential, and overall market environment guide the allocation process. Similar to the process for geographic diversification, IronHorse uses strict internal guidelines that limit too much concentration in any one sector.
IronHorse purchases all investments in local currency providing IronHorse investors true currency diversification.
|
|
