Introduction
We build investment portfolios designed to help you unlock the full potential of your money. Our philosophy is simple: make smart, data-driven decisions to outperform a traditional approach and build lasting wealth.
We achieve this by building on two key pillars:
- Expert Equity Selection: We go beyond traditional asset allocation, meticulously picking individual stocks with proven track records and/or high growth potential. This targeted approach allows us to tap into hidden gems and outperform the market average.
- Evidence-Based Strategies: We don't rely on gut feelings or guesswork. Our investment decisions are backed by rigorous research, comprehensive data analysis, and cutting-edge algorithms. This data-driven approach ensures your portfolio is optimized for maximum returns at your chosen risk level.
Diversification Across Asset Classes, Domestic & Global:
While diversification across asset classes is important, it is not enough. Traditional portfolios often miss opportunities by taking the easy road and relying heavily on average performers. We take a granular approach, focusing on identifying and actively choosing the best equity options within & across asset classes.
We achieve this through:
- Deep Research: Our team scours the market relentlessly, unearthing undervalued companies with strong fundamentals and promising futures.
- Data-Driven Selection: We leverage advanced algorithms and statistical models to precisely assess each stock's potential and build portfolios that maximize return at your chosen risk tolerance.
- Dynamic Adaptation: We constantly monitor market trends and macro events and adjust our holdings accordingly, ensuring your portfolio remains optimized for long-term success.
Forget chasing the market average. At Openvest, we proactively craft personalized portfolios for you to outperform. By combining targeted equity selection with proven evidence-based strategies, we empower you to reach your financial goals faster and with greater certainty.
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Our strategy is based on market facts.
- A study of the returns of the over 25,000 publicly-traded stocks that existed over the 90-year period between 1926 and 2016 found that just 4% of all stocks accounted for all the wealth created by the stock market from 1926 and 2016.
- As a market-cap weighted index (among other issues), the S&P 500 underperforms the average return of its stocks by ~3% per year.
- A small number of “superstar” stocks disproportionately contribute to overall market returns. Research informs that the top 1% of stocks generate upwards of 50% of the market's total gains, emphasizing the importance of identifying top companies.
- A small number of “superstar” stocks with exceptional performance heavily influence the aggregate market return, while a large majority of stocks deliver average or even negative returns. This skewness means the average return of all constituents can be significantly higher than the return of the indices.