Global Strategic Value Portfolio
The Ashland Heights Global Strategic Value Portfolio
In the era of volatile financial markets, it is important to own assets in more than one jurisdiction.
Our portfolio with the highest risk/return profile, the Global Strategic Value portfolio seeks superior long-term returns through equity/fixed-income diversification, sector indexing, and inverse investments.
Core portfolio components include:
- Sector exchange traded funds (ETFs), such as Energy and Financials
- International Rising Dividend Funds
- Fixed-Income Funds
- Real Estate
- Inflation hedge: Inverse Long-term Treasury
Ideal investor: business owners, high-net worth individuals, trusts