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MONEYTALK
Funds / MoneyTalk
$7.8K
Assets Under Management
0%
Management Fee
0%
Performance Fee
3.47%
YTD Return (as of 02/12/2024)
Key Strategies
Fundamental Long-Only
Equity Capital Markets
Qualitative Analysis
Sectors
Technology
Consumer Discretionary
Financials
About MoneyTalk
MoneyTalk is an actively managed portfolio overseen by an investment committee made up of seven equity analysts and portfolio managers. Managing over $7.8K in assets, the committee takes a qualitative approach to its investing, following a rigorous criterion to identify strong and risk-averse equities. Through its thoughtful analysis and carefully constructed guidelines, MoneyTalk excels at mitigating risks, despite maintaining concentrated positions. This delicate combination proves excellent for risk management and the potential for outsized returns.
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The Committee
The standards for the analysts on the MoneyTalk committee are just as rigorous as the equities themselves. Our analysts and managers have a deep understanding of capital markets, and each specializes in a broad set of industries or branches of knowledge that ensure their insight is a valuable addition to the committee. An analyst only earns a position on the committee after passing thorough testing and meeting capital requirements that ensure management interests are aligned with general shareholders.