We believe in a holistic investment management program integrating each client's unique needs. Each bespoke client portfolio is built specifically for the individual clients unique financial situation. Unlike many big box, affiliated advisers PAC Capital does not outsource its asset management program to 3rd party sub-advisers, wealth industry recommended purchase lists or subscription based model portfolios. Individual security recommendations for client portfolios, whether in bonds, stocks or other, is produced, analyzed and implemented through honest, hard working and transparent research.
The Core Equity strategy is beta neutral. Idea generation is sourced through systematic analysis which is vetted through fundamental research and then executed tactically to maximize alpha. Sector, market capitalization and style composition will vary throughout the market cycle. The strategy is usually managed as an unlevered, long- only portfolio of approximately 50 US domiciled equities.
The convertible bond program seeks to generate strong risk-adjusted returns through a market cycle by capitalizing on the asymmetrical return profile and inherent inefficiencies often ignored or misunderstood in this asset class. PAC Capital applies several proprietary trading techniques within this strategy which may include leverage, short-selling, futures, forwards, options, debt, equities and other assets.
276 E Deerpath #619, Lake Forest, Illinois 60045, United States
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