Overview

Our All Seasons Portfolio (ASP) was founded in 2015 and is structured around the belief that the best form of offense in an investment portfolio is good defense. ASP has been designed to maintain the purchasing power of a portfolio through any economic and investment environment with minimal drawdowns and is heavily protected against a permanent loss of capital. At the same time the ASP is expected to grow at a reasonable inflation-adjusted growth rate while mitigating various risks facing an investor including price inflation, price deflation (rare but possible), credit inflation, credit deflation, and more recently global or emerging market contagion due to the global credit and asset bubble.

Investment Process

The Investment Strategy of ASP is focused towards allocating the corpus to assets that represent claims on real assets (gold/commodity equities/ high quality growth stocks) and assets that represent claims on financial assets (fixed income/cash/stocks) that often behave counter cyclically during different economic environments.

The portfolio will be constructed by following a simple asset allocation strategy:

1. 1/3rd High Quality Equities,
2. 1/3rd Cash, Gold related securities (and the equities of natural resource extraction companies), and
3. 1/3rd in Fixed Income and equivalents (including the equities of regulated utility companies as a proxy for fixed income securities).