- Shares are purchased according to sector allocations (energy, finance, healthcare, basic consumption, etc.) using a fundamental approach.
- Valued shares are combined with growth shares.
- Covered calls may be used to reduce risk on certain shares.
- Shares are held for an average of two or three years.
- Undervalued stocks in high-consolidation sectors are preferred whenever possible.
Globevest Capital makes every effort to manage risk for all portfolios and keep them healthy, whatever their underlying strategy.
