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MONEYTALK
Funds / MoneyTalk
$6.2K
Assets Under Management
0%
Management Fee
0%
Performance
.85%
YTD Return (as of 01/03/2024)
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 a investment committee made up of seven equity analysts and portfolio managers. Managing over $6.2K 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 real potential for outsize 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.
