CAPITAL GROWTH STRATEGY
The Investment House Capital Growth Strategy – available either as a separate managed account or as an open-end mutual fund – is an investment approach designed to achieve long-term capital growth by identifying key long wave growth in the world economy, and finding the very best positioned, managed, and capitalized corporate entities driving them. The strategy employs longer holding periods in an effort to compound capital invested, minimize transaction costs and maximize tax efficiency.
STAY RICH, SLEEP WELL PORTFOLIO®
The Investment House Stay Rich, Sleep Well (SRSW) Portfolio® is a managed ETF portfolio strategy, comprised of exchange traded funds, closed-end funds and the occasional open-end fund, designed to create a reliable source of distributable income and low volatility capital appreciation by using both fixed income and equity assets in combination to achieve a highly stable return. Here, we are willing to forgo additional long-term capital growth in return for portfolio income and short-term capital stability.