PORTFOLIO STRATEGIES
Investment Beliefs
From our perspective, the investment industry creates a false dilemma regarding "investment style." Conventional definitions compel investors to choose between Growth Strategies (high quality businesses selling at premium prices) and Value Strategies (lesser quality businesses selling at discounted prices) .
We believe valuation is critical to generating superior results. However, the notion that there is a kind of either/or zero-sum game between growth and value makes little sense to us. Our discipline is focused on quality businesses at discounted prices and leads to performance that serves our clients well.
Strategies
Tealwood deploys a proven investment approach across multiple distinctive strategies that can be blended together to create an effective and efficient asset allocation based on your individual objectives.
Contact us for more information.
Investment Philosophy
Because of these beliefs, we choose to concentrate our investments where:
- Research and discipline can make a difference.
- The market is less efficient; and
- Our opportunities for performance success are enhanced
We dig deeper to find unique opportunities.
The Intelligent Investor Solution
Through its proprietary process, Tealwood Asset Management helps Intelligent Investors break out of mass-market mediocrity.
- Assessment - Listen and understand your goals.
- Analysis - Determine strategic fit and alignment of current portfolio. Consider tax effect.
- Customization - Strategic and customized allocation recommendation.
- Fulfillment - Proven track record, unique investment and strategy.
- Relationship - Ongoing evaluation of objectives, goals, strategy and results. High touch client care.
