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.

Disciplined Yield

  • Focuses on global yield opportunities.
  • Tactically managed and globally asset allocated towards segments of the capital markets that offer superior fundamentals, favorable valuations and suitable risk characteristics.
  • Invests in equities of companies with a history of steadily growing dividends over time as the keystone of a high quality portfolio
  • Improves portfolio efficiency
    – Reduces volatility
    – Provides a return foundation to the portfolio
  • Active investment profile distinct from cap- weighted strategies by using “Smart Beta” ETFs

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.
  • All investments must demonstrate ESG/impact integration and intentionality.

 

Each of the WCM thematic strategies is 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.