L&S Advisors offers customized tactical investment strategies. The objectives of these strategies vary depending on the investment goals of the client, but all aim to maximize returns in low-risk markets by investing in promising equities and preserve capital in riskier climates by moving up to 100% cash.
Customized strategies may invest in individual equities across all market capitalizations, as well as exchange traded funds (ETFs), Master Limited Partnerships (MLPs), Real Estate Investment Trusts (REITs), and other securities deemed appropriate according to client investment goals. Equities are chosen based on economic cycle, market sector, and fundamentals, with an emphasis on above-average earnings, revenue, and cash flow projections for the next 12 months.
Key Benefits of All L&S Strategies
- Active long/cash allocation. We aim to maximize returns in low-risk markets by investing in what we believe to be promising equities and preserve capital in riskier climates by moving at any time up to 100% cash.
- Disciplined, data-driven risk management. We make tactical decisions based on rigorous economic data tracking and top-down macroeconomic analysis.
- Unconstrained approach. We don’t limit ourselves to a single style box or market capitalization. We’re free to pursue what we believe to be the best opportunities across the entire stock universe.
- NO leverage, options, shorting, or currency hedging, reducing complexity and fat-tail risk.
- Less volatility and downside risk. Designed in an effort to reduce volatility and downside risk in comparison to traditional buy-and-hold strategies.