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Investment Mandates: Model Portfolios

  • Biotech
  • Healthcare Services
  • Large Pharma
  • Medical Technology
  • 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: Undervalued Growth
  • Currencies usually not hedged
  • Same as Global Growth but larger exposure on US markets
  • Exposure to emerging markets also through ETFs and mutual funds
  • Strategies: Undervalued Growth, Dividend Increase and Recovery
  • Currencies hedged in ETFs
  • 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

Our advisors are here to meet your need for specialized investment strategies in technology and healthcare sectors and international equities. Connective Portfolio Management, LLC team members have a strong investment history in technology and healthcare through the management of US growth equity funds (European Sicav) and the Swiss public equity and private equity healthcare portion of the Swiss Helvetia Fund Inc. Over the years, the Connective private clients practice, influenced by the international nature of Swiss private banking, has developed skills in international equity and fixed income investments.

Importantly, Connective portfolio managers will make every effort to help ensure your investments are aligned with your tolerance for risk and your need for return.