Creating Diverse Portfolios
D’Arcy Capital takes a twofold approach to fully diversify our clients’ portfolios. We select core investments in the form of Small Cap, Mid Cap, Large Cap, international and fixed income investments. We then add value through macroeconomic overweights by selecting investments to capture near-term mispricings in the capital markets. This can take the form of additional sector exposure, asset class overweights, or investments in non-correlated securities.
Our independent in-house research identifies sectors within the economy that are currently undervalued and represent above-average growth potential. When designing clients’ customized portfolios, D’Arcy Capital offers a full spectrum of risk-based allocations, which are determined by the client’s risk tolerance and time horizon. Additionally, we use no-load, low-expense institutional mutual funds, exchange traded funds (ETFs) and separate account managers to implement the strategy.
We offer the following investment strategies (Click to Open)
- Mutual fund portfolios
- Separately managed accounts
- Large Cap Value portfolio
- Managed bond portfolios
Portfolio Construction
Macroeconomic Overweights
(Asset Classes)
Macroeconomic Overweights
(Non-Correlated Securities)
Macroeconomic Overweights
(Sector Exposure)
- Emerging market stocks
- Real estate investment trusts (REITs)
- Commodities
- Inflation protection bonds
- High yield bonds
- Floating rate bonds
- Large Cap stocks
- Mid Cap stocks
- Small Cap stocks
- International stocks
- Investment grade bonds
- Currency
- Healthcare
- Finance
- Technology
- Biotechnology
Investment Selection Process (Click to Open)
D’Arcy Capital is committed to investing in the funds, stocks, bonds, and managers that provide our clients with the best opportunity to achieve their individual goals. Because we operate on a fee-only basis, our singular focus is the financial well-being of those we serve. We act as a fiduciary by making each investment decision solely in the best interests of our clients.
Generally value stocks are stocks that have fallen on hard times (Revenues are slowing, profit margins contracting, etc.). By requiring an improvement in the EFITDA (profit) we feel more certain the company is in the process of turning things around. It helps to avoid the “value trap” or catching a “falling knife.” Not sure how this really fits in the copy.
We follow a four-step investment selection process:
- Identify managers with proven track records of success over time
- Exclude managers with high fees
- Determine fit with client’s overall portfolio
- Execute trade
