DIFFERENTIATED PERSPECTIVE

“When it’s raining gold, reach for a bucket, not a thimble.”

- Warren Buffett

G-THEMED STRATEGIES
LEVERAGES G-LEADERSHIP ThemES TO CREATE THEMATIC AND YIELD PORTFOLIOS.

These two strategies aim to create attractive capital gains and yield income with moderate risk. We initially launched the G-Thematic and G-Credit strategies at a client’s request and now offer it as an option for anyone who seeks alpha generation, a differentiated approach, and the active management inherent in our G-Leadership strategies but with less position concentration.

These diversified portfolios leverage the themes we have uncovered through our G-Leadership strategy. Our themed strategies employ thematic ETFs and securities that generate capital gains and yield income, reducing single stock risk and dampening volatility. We allocate 25% of the G-Thematic portfolio to our top G-Leadership single stocks and utilize cash as a hedge to protect capital.