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 does not imply a certain level of skill or training.
The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, cryptocurrency, protocol, token or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.
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