Equity Management

Strategic Overview:

The core objective is to generate alpha* that exceeds the strategy's benchmark while maintaining a capital reserve to allocate into equity markets in instances of market contraction.

The Olympic Group’s investment process is based on a top down analysis of the global economy and markets. The strategy is comprised of two core components: Individual equities and Exchange Traded Funds – for both concentrated and broad based exposure to particular indices, sectors, and subsectors. Our portfolio architecture allows for flexible management and seeks to deliver favorable risk adjusted returns when compared to the S&P 500 over a 7-10 year time horizon.

Architecture:

Our equity strategies are comprised of both individual equities and ETFs. This architecture allows for both equity concentration and diversification in one strategy.

  Download the Equity Overview PDF

*Alpha is a measurement of the performance of an investment as compared to an index such as the S&P 500. It is considered to be an investment's active return and is used to understand how an investment is performing as compared to the market as a whole.