Passive Strategies

SoHo Asset Management has designed several passive strategies.  These strategies represent an effective and economical way for investors to participate in SoHo's investment themes in an exceptionally well diversified manner.  These strategies are available and distributed through My New Financial Advisor.  They are:

1. Fixed Income Composite:  At SoHo we believe that the next "bubble" is the fixed income market.  We have therefore built a portfolio that embodies several key characteristics: short maturities, high credit, and a US dollar focus.  Key to this portfolio is principal protection.
2. Income Composite:  This portfolio is 75% of our fixed income composite and 25% of our equity composite.  The portfolio's focus is for those who want principal protection combined with some equity exposure.
3. Balanced Composite:  This portfolio is 50% of our fixed income portfolio and 50% of our equity composite.  The portfolios focus is on some principal protection combined with an equity exposure.  This has proven an ideal allocation for trust accounts.
4. Growth & Income Composite: This portfolio is 25% of our fixed income portfolio and 75% of our equity composite.  While balancing some fixed income expsoure, the portfolio has a larger tilt towards equities and is most often utilized by younger to middle-aged investors
5. Equity Composite:  This portfolio is 100% invested in equities and embodies our firm's view regarding the global markets with a focus on energy, materials, industrials.  This is a massively diversified portfolio consisting of well over 12,000 securities and a global focus across all market caps.