About.
INVESTMENT EXPERTISE FOR WEALTH MANAGERS
My firm seeks to provide well thought-out investment and portfolio strategy guidance to CIOs, Investment Managers and other Asset Management professionals.
Whether your firm is investing via passive or active investment vehicles, or a blend of both, my proprietary screens are available to accurately label and form verdicts on every investment vehicle in the fund universe.
Forensics.
QUANTITATIVE ANALYSIS.
It is well documented that most active funds underperform their benchmarks.
However, after adjusting benchmark data to better reflect the underlying factors that drive individual fund returns, the true picture is even worse than it first appears.
How many of the funds in your portfolios have actually “walked the walk” after making the appropriate adjustments?
Great investors leave a trail. For most, the trail is not there to find.
Skills.
HERE ARE THREE WAYS I CAN HELP.
01. FUND UNIVERSE LISTS.
The vast majority of choices available to the fund selector can be eliminated, reducing complexity through more manageable and focused buy lists.
02. PORTFOLIO CONSTRUCTION STRATEGY.
Ensuring that your portfolios are well balanced on style or risk factor grounds is critically important, as is sound risk management. ‘Strategy’ conveys the importance of thinking ahead.
03. INDEPENDENT EXTERNAL INVESTMENT COMMITTEE MEMBER (NON-EXEC)
Some clients prefer to use me as a friendly challenger who can look for holes in their investment propositions or proposed portfolio designs. Creativity and idea generation help provide the Investment Manager client with further options.
Contact.
LET’S TALK.
Tim Stubbs Investment Strategies, S.L. (Spain)
CIF B98988389
C/Caleta 5-15, 46520
Puerto de Sagunto, Valencia, Spain.