Asset Management
“To buy when others are despondently selling and to sell when others are avidly buying requires the greatest fortitude and pays the greatest ultimate rewards.”
MGO Investment Advisors uses a similar contrarian approach to investing. MGO buys funds that provide strong long-term value prospects while others are selling them at a discount. MGO sells overvalued, overpriced funds while investors are still buying at a premium. Buy low, sell high.
Our value based investment strategy is two-fold, involving technical analysis and fundamental analysis. The analysis is then incorporated into the theories of Nobel Prize winning economist Harry Markovitz as well as Nobel Prize winning economist William Sharpe to create a portfolio that maximizes return potential while minimizing portfolio risk based upon investor risk tolerance -or- incorporating Modern Portfolio Theory.
In creating portfolios, fundamental analysis involves a proper identification of the market cycle. The stock market is cyclical in nature and while investor sentiment will never allow the market to prescribe to an exact science, equity asset classes will come into favor at different stages of the market cycle. From a market peak to a market low, there is always an asset class that is outperforming the overall market. MGO attempts to determine these asset classes. Identifying the stages of a market cycle and overweighting the proper market sectors can aid in maximizing returns. Identifying stages in the market cycle involves evaluating the external market environment and properly gauging the attitude of investors.
A delicate blend of technical and fundamental analysis allows MGO to manage assets in a manner designed to capitalize upon current market trends while not exposing assets to excessive risks.