• Financial & Investment Management Group
  • Monday, December 01, 2008

Our Strategies

At FIM Group, we employ the same flexible approach for each portfolio, investing in all geographic markets and asset classes, while seeking to limit downside risk. Rather than manage the portfolios in relation to a particular index or investment universe, we seek to hold undervalued assets and avoid overvalued assets — period.

While the bias toward equities or fixed-income varies among our portfolios, behind all five is a disciplined investment selection process designed to identify underpriced securities globally. Finally, while we have tremendous investment flexibility, we construct each portfolio with a specific risk of loss parameter clearly in mind.

 
Strategy Summary
Investment Objective All of our strategies seek consistent, long-term positive returns regardless of "Market" conditions
Investment Style Our strategies employ a dynamic, forward-looking management process seeking best risk-adjusted return
Investment Mix Each of our strategies may contain multiple asset classes, sectors, geographies, and market capitalizations
 
Strategy Name Growth Balanced Core Balanced Core
Conservative		 Yield Income
Risk Tolerance High Moderate Moderate Low
Minimum Time Horizon 5+ 4+ 3+ 3+

 
FIM Group Login
 

Please Download the latest version of flash