Portfolio: Construction and Risk

 

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At Sonoma International we understand that you can only gauge our performance by being a client, and that results speak louder than words. Our bottom-line objective is Capital Appreciation and we cannot achieve this if our recommendations do not perform.

This is where risk tolerance is applied. We look to recommend companies that show value, both present and future, which is backed by solid fundamentals at present and not projected.

This may seem conservative, however at Sonoma International we understand that value comes from consistency and growth comes from ambition and persistence. Whilst we will always champion a equity we have recommended as a growth asset, income generating positions are also pivotal in ensuring a balance and risk averse portfolio.

Whilst we notice and respond to trends, we do not follow them. Simply put, by that time it is too late. In positioning ourselves ahead of the curve and monitoring global markets for deviations and opportunities, Sonoma International has perfected its ability to present strategies and recommendations that have proven at exit to be significantly profitable.

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Need more information? Have a specific question in mind? No problem.

Send us some details and we will get right to it.

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