We utilize a Core and Satellite approach that aims to balance the risk and return of various assets in order to achieve the client's stated objectives.
In Traditional Portfolios, the Core consists primarily of low-cost index ETFs, Fixed Income and other investments that provide broad exposure to mature asset classes throughout the world and create a ballast for the Satellite holdings.
Satellite holdings can be thought of as a tactical overlay, they include individual stocks, thematic investments, sector bets and event-driven ideas but tend to be more variable than Core holdings. For a visual representation of how we think about constructing portfolios, see the Investment Funnel Graphic.
Cavalot Capital LLC ("Cavalot Capital") is a registered investment advisor offering advisory services in the states of California, Louisiana, Oregon and in other jurisdictions where exempted. Registration of an investment advisor does not imply any level of skill or training.
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