Balance
We balance capital appreciation and capital preservation. As our Macro Investment Strategist identifies investment vehicles with potential upside for favorable returns our Chief Investment Strategist drills into the actual performance of current vehicles and their projected trends.

Strategy
Finding companies trading below intrinsic value is certainly a very important part of constructing a global portfolio capable of properly balancing risk and reward, but it's not the only ingredient. Thoughtful consideration of factors such as liquidity, diversification across sectors, regions, and currencies, and the potential impact of obscure market risk factors on all portfolio companies significantly increases the odds of successfully navigating turbulent market periods.

According to Chad Cunningham, Chief Investment Officer, IronHorse conscientiously considers all of these factors when constructing the overall portfolio:

"The liquidity of the underlying portfolio is very important to us. Each name must adhere to strict market cap and volume rules. Median market cap is approximately $4 billion with median daily trading volume of nearly 1.5 million shares. Scenario and stress test analysis helps the investment team consider how various situations could impact our names at any moment. Finally, IronHorse strives to ensure that the portfolio isn't dangerously concentrated in one particular theme, region, or sector. All tactical allocations are made with strong risk management principles in mind."

Growth to Value
IronHorse strives to provide superior long-term risk-adjusted returns. To achieve our goals, IronHorse invests in global mid to large cap equities, primarily focusing on investments in developed regions and markets. The investment selection process is value-oriented.

To learn see "our mix".