Global Value
SoHo's Global Value portfolio is a 60/40 balanced portfolio. The portfolio strategy is to provide returns that exceed the S&P 500 while exhibiting less volatility. The portfolio is structured with two key elements in mind:
- a focus on a global investment universe with no constraints on market capitalization, and
- to invest in securities that are trading below their intrinsic value.
The security selection process is based on a blend of top-down and bottom-up analysis. Equity securities are screened based on price multiples and dividend yields and are then valued using a proprietary discounted cash flow model. Fixed income securities are selected based upon relative valuations, duration, and credit quality.
The portfolio maintains low turnover and securities are held between 3 to 5 years.