A global equity portfolio consisting of high-quality companies diversified by sector, country, and region with position size limitations. Equities in the portfolio are value-oriented, high conviction companies and usually number about 45 to 50 securities in aggregate. This strategy is Hemispheres’ flagship equity product.

A broad-market domestic portfolio consisting mainly of Exchange Traded Funds in addition to select equities that we deem compelling and undervalued. This strategy, blended with the global equity portfolio, gives investors worldwide exposure to stocks with a domestic tilt.

The “Core” part of the portfolio would consist of highly diversified securities such as one would find in the Bloomberg Barclays aggregate. The “Plus” component of the portfolio would represent strategic allocations of bonds that the manager views as offering superior investment returns. These opportunities may include global, investment-grade and high-yield bonds that Hemispheres determines are attractively valued.

A mix of global equities and global bonds of which there is an agreed upon percentage allocation between equities and fixed-income investments.

Hemispheres, in consultation with clients and considering their investment goals, can efficiently increase a client’s exposure to selected additional assets classes or segments of the global capital markets through purchases of ETF’s.