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.
- 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.
- 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
- 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.