Menu

Connecting You

To a World Of Opportunity

Latest News from Connective

  • Core markets are US and Western Europe
  • Select industry group exposure in Japan, China
  • Factor exposure resulting from top down analysis and sector analysis in emerging markets and Japan
  • Main strategy: long term growth where size of the opportunity is underestimated
  • Currencies usually not hedged
  • Long term capital appreciation with focus on US markets
  • Exposure to emerging markets through ADRs, ETFs and mutual funds
  • Strategies: Undervalued Growth, Dividend Increase and Recovery
  • Mix of growth and high dividend yield equities with a portion of fixed income ETFs and mutual funds with US and international exposure similar to pure Equity mandate
  • Exposure to emerging markets also through ETFs and mutual funds
  • Strategies: Undervalued Growth, Dividend Increase and Recovery
  • Currencies hedged in ETFs
  • Mix of large cap, high dividend yield equities with a portion of fixed income ETFs and mutual funds with US and international exposure similar to pure Global Growth Equity mandate
  • Target portfolio yield of 3%
  • Exposure to emerging markets also through ETFs and mutual funds
  • Strategies: Dividend Increase
  • Currencies hedged in ETFs