Hemispheres Investment Management
Elevate Your Investments: A Global Perspective with Hemispheres
At Hemispheres Investment Management, we’re redefining the way you think about investment management.
We believe that investing is more than just buying and selling stocks; it’s about understanding the complexities of global markets and leveraging opportunities worldwide. Our team of seasoned professionals brings a unique perspective and deep expertise to crafting tailored investment strategies that align with your financial goals.
Hemispheres Investment Management offers a comprehensive suite of investment management products and services designed to optimize your wealth management strategy and unlock opportunities across the globe.
A Global Approach to Investment
In today’s interconnected world, a global perspective is essential for successful investment. Hemispheres brings a sophisticated and diversified approach to global investment management.
We leverage our extensive knowledge of deomstic and international securities markets, geopolitical trends, and economic factors to guide your investments towards success on a global scale.
Risk Management - Diversification Across the Globe
Global markets bring inherent risks, and diversification is a cornerstone of our investment strategy. By carefully diversifying across borders, industries, and asset classes, we aim to maximize returns while minimizing and managing risk. We continuously monitor geopolitical events, market trends, and economic factors to make informed decisions that protect and enhance your wealth. Our global perspective aims to make your portfolio well-positioned to weather market fluctuations and capitalize on investment opportunities worldwide.
Tailored Investment Management Solutions
Global Equities: The Global Equity stratgey is Hemispheres flagship investment jproduct and offers investors exposure to a diversified portfolio of domestic and international stocks, providing opportunities for long-term capital appreciation. The strategy focuses on identifying undervalued stocks with strong long-term potential. By investing in companies that we believe are trading below their intrinsic value, we seek to capitalize on market inefficiencies and generate superior returns. Our portfolio is carefully constructed to provide diversification across regions, industries, and market capitalizations, while maintaining a focus on value-oriented investing principles.
Domestic Plus Equities: For investors seeking exposure to the U.S. market, our Domestic Plus Equities strategy focuses on broad-based market exposure combined with carefully selected stocks with strong return potential. The selected stocks trade on domestic stock exchanges.
Premier Global Value Opportunities Portfolio: This product features a concentrated portfolio of undervalued stocks that have underperformed major indices over the recend past. The high-conviction basket of selected stocks offers investors the opportunity to own companies with compelling valuations. These carefully selected under-performing equities are either market leaders or higher quality companies. This approach allows for in-depth “bottom-up” analysis and a disciplined investment process. The analysis ensures that each selected company stock meets rigorous criteria for quality and potential upside.
Each investment strategy is more fully detailed under the products tab of the website.
Personalized Solutions for Your Financial Journey
No two investors are alike, and neither are their financial goals. At Hemispheres, we believe in personalized investment strategies. Your portfolio is managed independently from others, allowing us to tailor solutions that meet your unique objectives, risk tolerance and time horizon. We manage both tax deferred and taxable accounts. We provide tax optimization strategies for taxable accounts.
The Hemispheres Advantage
Global Investment Expertise: Benefit from our deep understanding of global markets and investment trends gained over each principal’s 35 years of capital market and investment experience.
Personalized Solutions: Experience tailored solutions designed to meet your specific wealth management goals.
Risk Management: Rely on our proactive approach to safeguarding your investments.
Performance: Access investment strategies that have historically earned long term returns greater than the benchmark.
Core-Plus Bonds
This investment strategy is a fixed income product that provides investors with broad exposure to the investment grade segment of the bond market and selected bonds. The individually selected bonds are a combination of corporate, preferred, emerging market and convertible securities.
This investment strategy benefits from Hemispheres significant expertise in bond investing and its global perspectives. The strategy further provides clients with exposure to material income producing investment opportunities that also have diversification benefits.
Embark on a Global Investment Journey
Contact us today to explore how Hemispheres can elevate and align your investments with opportunities around the world. With our expertise and commitment to your financial success, you’ll be well positioned to navigate the complexities of global markets.
To schedule a free consultation with Hemispheres Investment Management professionals, click on the link below: Book a meeting
Need any Help?
Connect with Our Team for Assistance
Michael Hart, CFA
CEO and Director of International Research
Michael Hart has over 30 years of capital market experience. From 2007 to 2013, he worked as a Managing Director at Tradewinds Global Investors, where he was a global equity and emerging market equity portfolio manager and a global securities analyst. Prior to Tradewinds, Michael founded and operated Hemisphere Asset Management from 2000 to 2007; the Firm managed global equity, fixed income, and balanced accounts for individuals and institutions. From 1989 to 2000, he helped manage the investment portfolios of the Farmers Insurance Group of Companies as a Senior Portfolio Manager.
Rebecca Holden, CFA
Director of Domestic Research
Rebecca Holden has over 30 years of capital market experience. From 2003 to 2010, Rebecca was Portfolio Manager and Principal at Archer Capital Management in Los Angeles, California, managing domestic equity portfolios for individual clients. Prior to working at Archer, Rebecca was an equity analyst employed by Lehman Brothers in New York City following electric and gas utilities as well as energy companies. Before relocating to NYC, Rebecca was employed as an Intermediate Portfolio Manager for the Farmers Insurance Group of Companies as one of four corporate portfolio managers.
Rebecca was employed with prominent west coast financial institutions prior to employment on the Farmers accounts. Rebecca held positions as a credit analyst, banker structuring both private and publicly held bond issuances and later manager of one of the largest groups at the bank. In addition to the professional designations held, Rebecca has an MBA from Brigham Young University with a double emphasis in Quantitative Analysis and Finance (Investments).
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