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Global Equity Strategy

Equal weighted Growth Equity portfolios using U.S. stocks and ADR's listed on U.S. exchanges. The portfolio is intended to outperform the indices by 300 to 500 basis points over a three year period.

Manufacturer - Greenwich Asset Management Group, LLC
Model # - GAMGGES
Submitted By - Greenwich Asset Management Group, LLC (Service Provider, Developer)
Country - United States
Category - Wealth Management : SMA

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Specifications

Minimum Institution :   5,000,000
Minimum Individual :   750,000
Objective :   Growth
Style :   Equity equal weighted
Duration :   3 years

Details

Peter Lundstedt, CEO, Equity Portfolio Strategist and owner of Greenwich Asset Management Group, LLC, has completed preparations for initially accepting up to $50 million in their Global Equity Strategy thru Separately Managed Accounts.

Greenwich Asset Management is a growth stock investment manager who advises and manages growth stock accounts using U.S. stocks and ADR's listed on U.S. exchanges.

The portfolio is intended to outperform the indices by 300 to 500 basis points over a three year period.

CEO Peter Lundstedt said, - It is possible to own the stocks of the best run companies in the world, but if other people do not recognize their value, it isn't going to do much for their stock's performance.

Now, what if one could ‘measure’ demand in a way that resulted in a higher probability of a positive future outcome, information that ‘is already public’, compiled in such a way that reflects which stocks will potentially attract more buyers. This is what we do.

We are different because this program combines two disciplines of finding companies with extraordinary fundamentals while using technical timing analysis to buy or sell them.

The program represents the accumulation of a number of top investment professional's combined years of actual money management.

Our proprietary stock grading system, combined with an institutional portfolio structure, has virtually no competitors. To date, we have found no other institutionally compatible equity management program similar to this one.

The Global Equity Strategy intends to help equity investors by being globally diversified in a geographically agnostic portfolio of US and Foreign ADR stocks traded on US exchanges, while client money stays in the US.

The program plans to use a diversification discipline of holding 30 to 40 equal positions plus rebalancing quarterly in order to reduce the risk of over concentration, verses a top heavy portfolio. The investor benefits by having full control of their assets by using their own custodian. The program is liquid, and transparent with no load or lockup period.

Mr. Lundstedt said that "if some managers can allocate $40 billion to 40 stocks in a top heavy large cap portfolio, why shouldn’t our investors feel comfortable allocating $5 million to 40 of the same types of companies.

The Global Equity Strategy intends to hold stocks of companies with the highest fundamentals with buy recommendations from multiple independent stock analysts.

The manager, at times, has invested in stocks such as Apple, Amazon.com, Google, General Electric, Proctor & Gamble, Exxon, IBM and Coke in the past.

The goal of our research is finding companies that are regularly creating true economic value and thus, shareholder value. Equal weighting gives all companies the same opportunity to contribute to overall account performance.

“This program is easy to understand, control and explain. We think the stocks of companies bought with this process will realize their true value over time” said Lundstedt.
The firms web site is www.gamgllc.com


* Peter Lundstedt is an equity portfolio strategist with 24 years of investment experience and is a veteran of 8 market cycles and the U.S. Army. "There is a constant emphasis on risk management and only those securities that survive our proprietary ranking system are given the opportunity to gain inclusion into client portfolios. Seeking consistancy in earnings growth is a fundamental core value of our firm."

Web site: www.gamgllc.com

Peter Lundstedt
Greenwich Asset Management Group, LLC
CEO, Equity Portfolio Strategist and Equity Portfolio Advisors
2 Greenwich Office Park, Suite 300, Greenwich, CT 06831 USA
(203) 622-1305
(203) 485-7590 Fax
Email: peter.lundstedt@gamgllc.com
FOR INSTITUTIONAL USE ONLY

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Peter Lundstedt is president of Greenwich Asset Management Group, LLC, (GAMGLLC), a registered investment advisor. All material presented herein is believed to be reliable but we cannot attest to its accuracy. Investment recommendations may change and readers are urged to check with their investment counselors before making any investment decisions. Opinions expressed in these reports may change without prior notice. Peter Lundstedt and/or the staff at GAMGLLC may or may not have investments in any funds cited above. PAST RESULTS ARE NOT INDICATIVE OF FUTURE RETURNS.

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