We provide unconditional advice for creating a coherent, resilient portfolio
We provide unconditional advice for creating a coherent, resilient portfolio
We employ an endowment
approach to portfolio construction designed to:
Generate sustained real growth (after inflation) of principal while meeting the cash flow distribution needs of clients
Often include alternative assets, including hedge funds, private equity and credit, real estate and real assets
Build exposures to select asset classes to desired levels, adjusting to specific market conditions over time
Existing Foundational Investments / Concentrated Positions
We start by considering our clients’ entire investment picture, including concentrated positions, with a constant focus on their goals:
Identify and define exposures inherent in concentrated positions
Define cash flows from foundational investments and concentrated positions for redeployment into a broader portfolio
Manage liquid/marketable and other portfolio interests to retain or increase diversification benefits
We ensure these investment areas fit within the larger portfolio and its objectives, and, in turn, we shape the diversified portfolio to complement existing exposures.
Download Market Review
Q4 Capital Markets Review with Special Topic: Investment Opportunities in Sports
Beyond simply providing a recap of recent history, our quarterly reports provide our clients with insight into portfolio recommendations we make based on our perspectives on the risks and opportunities resulting from current market conditions. Also included is an update of our forward 7-year capital market assumptions with expected return for each asset class and sub-asset class.
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Last updated June 29, 2022
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Bitterroot Capital Advisors, LLC
118 East Main Street
Bozeman, MT 59715