Managed Portfolios
Aletheia currently offers 8 Separately Managed Account ("SMA") strategies to institutional and high net worth clients. Please do not hesitate to reach out to us to learn more about each strategy.
Aletheia Growth
The Aletheia Growth strategy is a managed investment portfolio that strives to achieve superior capital appreciation by investing in companies with rapid earnings growth and low valuations. The Aletheia Growth strategy is the firm’s largest and oldest strategy and was started in January of 1998.
Aletheia Value
The Aletheia Value strategy is a managed investment portfolio that strives to invest in companies with the largest and most sustainable earnings streams at the lowest possible multiples and/or invest at the most significant discount to the company’s asset value. The Aletheia Value strategy was started in April of 2000.
Aletheia International Growth
The Aletheia International Growth strategy is a managed investment portfolio that strives to achieve superior capital appreciation by investing in primarily international companies with rapid earnings growth and low valuations. The Aletheia International Growth strategy was started in July of 2002.
Aletheia 100 Insider
The Aletheia 100 Insider strategy is a managed investment portfolio that strives to achieve superior returns by investing in the 100 companies that exhibit the most powerful insider buying behaviors as identified by Aletheia’s proprietary Investment Process. The Aletheia 100 Insider strategy was started in January of 2000.
Aletheia Intermediate Cash Management
The Aletheia Intermediate Cash Management strategy is a managed investment portfolio that strives to achieve current income and capital appreciation by investing in the Aletheia Income portfolio, Treasury Bills, as well as a portfolio of international bonds principally denominated in foreign currencies. The strategy is diversified geographically to increase return potential and mitigate risk. The Aletheia Intermediate Cash Management strategy was started in October of 2004.
Aletheia Income
The Aletheia Income strategy is a managed investment portfolio that strives to achieve significant current income and capital appreciation by investing in publicly traded securities. These securities primarily include common stocks, convertible preferred stock, real estate investment trusts, royalty trusts and debt securities. The Aletheia Income strategy was started in April of 1999.
Aletheia Balanced
The Aletheia Balanced strategy is a managed investment portfolio that strives to achieve superior total returns by investing in publicly traded securities that exhibit both capital appreciation and income producing potential. These securities primarily include common stocks, convertible preferred stock, real estate investment trusts, royalty trusts and debt securities. The Aletheia Balanced strategy was started in April of 1999.
Aletheia International Income
The Aletheia International Income strategy is a managed investment portfolio that strives to achieve current income and long-term capital appreciation by investing in international bonds principally denominated in foreign currencies. Aletheia will make investments in countries that appear to have the strongest currency fundamentals relative to other currencies. The strategy is diversified geographically to increase return potential and mitigate risk. The Aletheia International Income strategy was started in July of 2005.