We recognize the critical importance of investment performance, while protecting and growing the purchasing power of our clients' portfolios through economic and market cycles. Our analysis of general market conditions will determine whether we are in an offensive wealth accumulation or defensive wealth preservation mode.
The Separately Managed Account (SMA) structure is transparent and flexible, enabling our clients to access and review accounts at their own discretion. At Seaport we set up an individual account for our client at Charles Schwab and the client grants Seaport trading authority over that account. In an SMA, the client's Schwab account holds the actual securities purchased according to the Seaport strategy and the client can access and review his/ her account directly through the Schwab internet portal. We have highly personalized service, and our goal is for our clients to have the peace of mind that their assets are being managed in a thoughtful and consistent manner.
The Seaport Equity Income Strategy is an actively managed portfolio of predominantly equity securities that seeks to provide an attractive level of income and income growth with a positive real return after inflation, taxes, and expenses over a 3-5 year horizon. We may hold up to 20% of the funds in this strategy in cash, fixed income securities, and commodity ETFs. The Seaport Equity Income strategy is managed through our Separately Managed Account
Seaport Total Asset Partners is a limited liability company organized to manage Seaport's Total Asset Fund. Like Seaport's Equity Income Strategy, Total Asset Partners seeks to provide an attractive level of income together with a positive total real return after inflation, taxes, and expenses over a 3-5 year horizon, with a broader opportunity set and fewer constraints on the assets and strategies we employ in managing the portfolio. The fund strategy is "tax aware" and seeks to optimize after-tax returns. Seaport Total Asset Partners invests in multiple global markets, asset classes, and securities to achieve the best risk-adjusted returns consistent with the preservation of capital through economic and market cycles.
We seek absolute returns through strategic investment in private equity, private debt, and a portfolio of hedge funds/outside managers. Alternative investments, whether through hedge funds or private partnerships, can be an integral part of a client portfolio. We pay special attention to the correlation between asset classes and strategies, recognizing that a multi-strategy portfolio with low correlation between asset classes will usually lower overall portfolio volatility and increase expected returns. A long term, diversified program of investments across real estate, hedge fund strategies and private equity can add significant investment benefits to an investment portfolio.
Seaport Investment Management offers investment strategies to protect and grow the purchasing power of our clients’ portfolios through economic and market cycles. Our investment professionals each have over 25 years of experience at leading institutions in managing equity, fixed income, and multi-class portfolios across global markets for individuals, family offices, and institutional investors.
Reflecting on South America Trip Standing where I stood to snap the photograph, a casual observer wouldn't particularly notice the structure or reflect on its history. The tourist's eye is attracted instead to the jungle's green canopy, the swirling waters of the river, or monkeys and a toucan... Read More