s&b investments is an investment management firm that provides customized investment solutions for high net worth individuals and institutional clients. With over 30 years of experience, s&b investments takes a research-driven, risk-managed approach to investing across a wide range of asset classes including stocks, bonds, real estate, private equity and hedge funds. In this article, we will provide an overview of s&b investments’ investment strategies, investment performance and key factors behind its success over the years.
Core Investment Strategies of s&b investments
s&b investments utilizes both fundamental and quantitative research to construct customized investment portfolios for clients. Some of its core investment strategies include: – Tactical asset allocation to adjust portfolio exposure based on market conditions. – Active security selection based on deep fundamental analysis. – Risk management through portfolio diversification and use of hedging strategies. – Focus on consistency of returns and downside protection rather than outsized gains.
Strong Track Record of Risk-Adjusted Returns
s&b investments has delivered strong risk-adjusted returns over the long term for its clients. According to its performance reports, the firm’s balanced accounts have outperformed equity and fixed-income benchmarks on a total return basis over 3, 5 and 10 year periods. The firm credits its success to rigorous research, exploiting market inefficiencies, and mitigating downside risk.
Emphasis on Client Relationships and Alignment of Interests
Unlike many asset managers, s&b investments is privately owned by its employees which helps align the interests of clients and the firm. It maintains a centralized investment team and dedicates significant resources to serve clients. The firm highlights that client retention rates have exceeded 95% annually, underscoring its commitment to clients.
In summary, s&b investments has established a strong track record of investment performance over 30+ years by focusing on research-driven investing, risk management and close client relationships. Its customized investment solutions and emphasis on downside protection make it a compelling choice for high net worth investors with complex needs.