In the Osborne Partners investing discipline, portfolios are actively managed over multiple asset classes, using individual securities. These asset classes include global equities, foreign equities, fixed income, natural resources, real estate, and alternative assets.
While each individual asset class has its own characteristics, return profile, and risk in different economic environments, managing portfolios with allocations to multiple asset classes allows investors to experience excellent long-term returns, with far less risk than a portfolio comprised mostly of equities.
Disclosure: The opinions expressed herein are strictly those of Osborne Partners Capital Management, LLC ("OPCM") as of the date of the material and is subject to change. None of the data presented herein constitutes a recommendation or solicitation to invest in any particular investment strategy and should not be relied upon in making an investment decision. There is no guarantee that the investment strategies presented herein will work under all market conditions and investors should evaluate their ability to invest for the long-term. Each investor should select asset classes for investment based on his/her own goals, time horizon and risk tolerance. The information contained in this report is for informational purposes only and should not be deemed investment advice. Although information has been obtained from and is based upon sources OPCM believes to be reliable, we do not guarantee its accuracy and the information may be incomplete or condensed. Past performance is not indicative of future results. Inherent in any investment is the possibility of loss.
