Insights that Transcend Market Norms INVESTMENT RESEARCH

Going Beyond Traditional Market Analysis

At Fort Street, we go above and beyond traditional market analysis to provide you with unparalleled insights. Our approach extends beyond surface-level information, delving deep into market dynamics, and employing advanced research methodologies. By going the extra mile, we uncover valuable investment opportunities that may be overlooked by conventional analysis. Our commitment to comprehensive research allows us to provide clients with a unique advantage in the ever-evolving investment landscape.

Uncovering Hidden Investment Gems

Our team tirelessly sifts through vast amounts of data, aiming to uncover hidden investment gems. We believe that true investment excellence lies in identifying promising opportunities before they reach the mainstream. With our meticulous research process and keen eye for potential, we unearth undervalued assets, emerging industries, and overlooked trends.

Revealing Emerging Trends

Staying ahead of the curve is essential for successful investment decision-making. At Fort Street, we pride ourselves on our ability to identify emerging trends that can shape the future investment landscape. By closely monitoring industry shifts, technological advancements, and global economic developments, we gain valuable foresight. Our goal is to equip ourselves and clients with the knowledge needed to make advantageous investment decisions and position ourselves at the forefront of evolving market opportunities.

Asset Allocation

Preserving Capital, Smoothing Volatility

We recognize that strategic asset allocation is crucial for preserving capital and optimizing investment performance. Our experienced team understands that different asset classes have varying risk profiles and return potentials. By strategically allocating funds across a diversified range of assets, including stocks, bonds, outside managers, and more, we aim to create a portfolio that aligns with your risk tolerance and financial objectives. Through thoughtful asset allocation, we strive to enhance returns while managing risk in a disciplined and strategic manner.

Diversification Across Asset Classes

Diversification is a cornerstone of our asset allocation strategy. By spreading investments across various asset classes, we reduce exposure to any single investment and mitigate the impact of market volatility. Fort Street emphasizes the importance of building well-diversified portfolios that are not overly reliant on a single sector or asset class. This diversification approach helps to enhance stability, minimize the impact of individual investment fluctuations, and provide a more consistent return profile over time.

Minimizing Volatility For Stable Growth

Volatility is an inherent aspect of financial markets, and managing it is crucial for long-term success. At Fort Street, we employ sophisticated risk management techniques to minimize volatility and provide stable growth opportunities. By closely monitoring market conditions, actively managing portfolios, and employing risk-mitigation strategies, we strive to smooth out the ups and downs of investment performance. Our goal is to deliver consistent and reliable growth while minimizing the impact of market fluctuations, ultimately providing you with a smoother investment journey.

Our Purpose

At Fort Street, our purpose is clear: to empower our clients to achieve their financial aspirations and secure their long-term success. We are driven by a commitment to deliver exceptional investment management services that go beyond the ordinary. Our purpose is rooted in the following core principles:

Capital Preservation

Protecting and preserving clients’ capital is a fundamental priority for us. We understand the significance of managing risks effectively to safeguard investments. With a focus on strategic asset allocation, diversification, and risk management techniques, we aim to minimize volatility and ensure stable growth.

Investment Excellence

We are dedicated to unlocking the full potential of active investment management and consistently strive for excellence. Through meticulous research, advanced analysis, and comprehensive due diligence, we identify promising investment opportunities and navigate market complexities.

LONG-TERM RELATIONSHIPS

Trust forms the foundation of our relationships with clients. We aim to earn and maintain clients’ trust by acting as fiduciaries, putting their best interests first. Transparency, open communication, and integrity guide our interactions. We are committed to building long-term partnerships, accompanying clients on their financial journey, and adapting our strategies as needs evolve.

Client Focus

We place our clients at the center of everything we do. Their financial goals, risk tolerance, and unique circumstances guide our decisionmaking process. We strive to understand client needs deeply and provide personalized solutions that align with their objectives. Client success is our ultimate purpose.

Fort Street Vs Financial Advisors

Preserving Capital. Pursuing Excellence. Client-Centric Partnerships.

We differentiate ourselves from traditional financial advisors by actively engaging in research, strategic allocation decisions, trade execution and continuous portfolio monitoring. Unlike financial advisors who often rely on external sources, we have the expertise and resources to conduct our own trading, research and analysis, and asset allocation. By taking a holistic approach to investment management, we provide our clients with a higher level of service and expertise that financial advisors themselves often seek.

Investment Management

We harness the art and science of investment management to optimize returns while minimizing risks. Through strategic allocation across diverse asset classes, including stocks, bonds, and alternative investments we pave the way for achieving clients’ unique financial objectives.

Investment Research

At Fort Street, we go beyond traditional market analysis to uncover hidden investment gems and reveal emerging trends. Our team is dedicated to staying ahead of the curve, constantly monitoring market shifts and identifying trends before they become widely recognized.

Asset Allocation

We prioritize capital preservation and minimize volatility through strategic asset allocation. Our expert team constructs diversified portfolios to balance risk and reward, providing stability in changing markets. With our focus on capital preservation and volatility management, you can confidently navigate market fluctuations while working towards your financial goals.

Manager Selection

We have a large network of top-tier managers that we sometimes invest alongside. Our rigorous manager selection process evaluates track records, investment philosophies, risk management approaches, and alignment with client objectives.

Unconstrained Investing

We are adaptable to evolving markets and not limited by style boxes. We are similar to a multi-strategy fund but don’t do everything in-house. We outsource certain strategies that allow us to focus on what we are good at while taking advantage of experts in other areas.

DID YOU KNOW?

Did you know that working with financial advisors often involves additional fees and intermediaries, with clients typically placed in model portfolios? By choosing Fort Street as your investment manager, you can bypass the middlemen and enjoy a more efficient investment experience. With our direct approach, you gain access to active portfolio management without paying embedded fees.

Find more info about why model portfolios are bad here.

Investment Strategies

Maximize Returns With Dynamic Strategies

From inception, Fort Street has been committed to crafting an investment portfolio that prioritizes capital preservation, outperforms the market, and adapts to changing circumstances. Throughout our journey, we have consistently met these objectives, particularly during times of market turbulence. Fort Street employs two robust investment strategies to safeguard and grow client assets: our proprietary enhanced equity portfolio and a newly introduced fixed-income portfolio in collaboration with BlackRock. This dynamic duo empowers clients to toggle between minimal risk with stable cash flows and moderate risk with higher compounded returns.

Proprietary Enhanced Equity Portfolio

Our proprietary enhanced equity portfolio is designed to deliver superior returns by harnessing the potential of the equity market. With a focus on rigorous research, disciplined analysis, and active management, we seek to identify undervalued stocks and capitalize on market opportunities. By employing our expertise and a blend of quantitative and qualitative analysis, we aim to outperform traditional benchmarks to drive investment success.

FIXED-INCOME PORTFOLIOS WITH BLACKROCK

We have partnered with industry leader BlackRock to offer a fixed-income portfolio that emphasizes stability and reliable cash flows. This collaboration allows us to tap into BlackRock’s extensive expertise and resources in fixed-income investments. By strategically allocating funds across a diversified range of fixed-income securities, we aim to help clients generate consistent income while managing risk. This portfolio option provides a balance between stability and potential returns.