At the heart of Wilde Capital Management’s service is a suite of risk-based, globally allocated portfolios that are keyed to the objectives and risk tolerances of investors, available in three different thematic categories.

Core

  • Managed for total return.
  • Tactically managed and globally asset allocated towards segments of the capital markets that offer superior fundamentals, favorable valuations and suitable risk characteristics.
  • Focused on delivering a combination of capital appreciation and investment income above global equity and bond markets over the course of a full investment cycle.
  • Highly risk sensitive and as market conditions warrant the portfolios can adopt a defensive posture by allocating capital to government securities or by raising significant cash positions.
  • Does NOT incorporate environmental, social, and governance (ESG) factors and considerations as a primary objective, although the strategy may from time to time take ESG into account and could include select ESG investments based on fundamental economic and market views.

ESG

  • Invested with strong consideration for Environmental, Social and Governance (ESG) factors as well as direct positive impact.
  • Tactically managed and globally asset allocated towards segments of the capital markets that offer superior fundamentals, favorable valuations and suitable risk characteristics.
  • Invested in mutual funds, exchange traded funds, and community investment notes. At higher investment amounts, available investment options also include individual stocks and bonds.
  • All investments must demonstrate ESG/impact integration and intentionality.

V-Strategy

  • High-conviction strategy exclusively available for larger asset mandates and qualifying investors.
  • One asset allocation only.
  • Managed for enhanced total return with an amplified risk-return profile.
  • Tactically managed and globally asset allocated towards segments of the capital markets that offer superior fundamentals, favorable valuations and suitable risk characteristics.
  • Has the ability to take direct or implied short and levered positions in order to emphasize specific calls within the strategy.
  • Invests in individual companies and securities that express WCM’s tactical and geostrategic views.
  • Highly risk sensitive and as market conditions warrant the portfolios can adopt a defensive posture by allocating capital to government securities or by raising significant cash positions.
  • Active investment profile distinct from cap- weighted strategies by using “Smart Beta” ETFs
  • Does NOT incorporate environmental, social, and governance (ESG) factors and considerations as a primary objective, although the strategy may from time to time take ESG into account and could include select ESG investments based on fundamental economic and market views.

The Core and ESG strategies are available in three or more risk-based blends from the following:

Conservative – Preserve capital through predominantly investing in high quality fixed income instruments and modest levels of cash equivalents.

Current Income – Provide current income through global corporate and government fixed income instruments with modest global equity exposure.

Income & Growth – Provide income from high quality fixed income instruments generating reliable coupon payments while growing capital through global equity exposure.

Balanced Growth – Balance growth of capital through global equity and corporate security exposure with the relative safety of global government securities.

Moderate Growth – Grow client capital by investing in a core component of global equity and corporate securities along with a modest allocation to global government securities.

Growth – Grow client capital through core global equity and corporate bond allocations.

Aggressive Growth – High growth of client capital with little or no sensitivity to risk. This is achieved through a dominant commitment to global equities.