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Experience is Sunnymeath's greatest strength.
This has allowed us to perform well in both bear and bull markets, while maintaining both attractive levels of risk
and tax efficiency. Sunnymeath manages investment partnerships and separately managed accounts which attempt
to capitalize on market opportunities in a variety of asset classes and sectors. Such asset classes include:
Balanced Our
balanced portfolios seek capital appreciation and income through careful selection of equity and fixed income securities.
We will invest mostly in corporate bonds, municipal securities, and preferred and common stocks.
Equity Our equity portfolios
are comprised of large-, middle- and small-cap companies. We employ a disciplined, value-oriented process
while seeking capital appreciation and minimization of market risk through careful stock selection.
Equity-Income Our equity portfolios are structured to achieve long-term growth and income. Investments generally
consist of fixed income, preferred, convertible, and dividend-paying equity securities.
Income Our
income fund primarily seeks income though it does attempt to grow at a level greater than inflation by having a small exposure
to dividend-paying stocks. Portfolios will be comprised mostly of debt and preferred equity securities.
Long/Short Equity Our hedge fund is a long-biased, concentrated, value-oriented, equity portfolio. We capitalize
on market opportunities in small-, mid-, and large-capitalization issues and will sell short market indices
or individual stocks to reduce or limit market and portfolio risks.
Investment Philosophy
Investment Discipline
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