|
|
Friday, March 26, 2010
NAVCAP secures a Marketing Services Agreement with Messner & SmithSeasoned investment counsel with a consistent, long term investment strategy
Messner
& Smith specializes in the management of Midcap, SmallCap and SMID (Small & Mid) equity and balanced portfolios.
Founded in 1984, our clients include corporate pension plans, public retirement systems, Taft-Hartley plans, foundations,
endowments and individual investors. Our objective is to grow the value of our clients’ investment assets, exceeding
the return of comparable market benchmarks while also realizing a lower annual volatility of returns over the course of a
full business cycle. Investment Philosophy
We believe the best risk-adjusted
returns come from identifying high quality companies whose market values reflect a significant discount to projected cash
flows. We identify these companies by doing our own research, incorporating our business experience and perspective on industries,
economic cycles and societal trends. We focus on small and mid-sized companies - which generally are less efficiently priced
in equity markets - where we believe our independent research and valuation perspective can result in substantial investment
gains.
Friday, March 19, 2010
NAVCAP secures a Marketing Services Agreement with Matrix Asset Advisors• Experienced
Value Investors – Founded in 1986 by our CIO, David A. Katz, CFA. • Focused – Value-based asset management is our only business. •
Nimble – $1.2 Billion under management allows Matrix to be responsive
and opportunistic. • Disciplined
– Our investment philosophy and process have been consistent since our founding. •
Stable – Continuity of our CIO since 1986. Cohesive team of key investment
professionals for the past 15 years. • Interests Aligned – Matrix is 100% employee-owned and a significant portion of partners’ liquid assets
are invested alongside our clients.
Wednesday, March 10, 2010
NAVCAP secures a Marketing Services Agreement with Red Granite AdvisorsRed Granite Advisors
We named our firm red granite advisors because the state rock of Wisconsin embodies the characteristics we value: stability, strength, integrity. Eight of us, having worked
together at a large institution for many years, came together to form red granite. With a very successful
track record as portfolio managers of a growth strategy we felt strongly about, we wanted
to continue to manage assets in a more personal
environment. We envisioned working in an independently owned, more nimble firm,
where we could provide greater focus and attention to our clients. Our collective wisdom capitalizes on our individual
skills. Having worked together for so long – over 13 years – we operate seamlessly as a team, building portfolios of high-quality companies with above average, more persistent earnings growth relative to their industry peers. We are firm believers that – just like
our logo, the bull and the shadowing bear– performance in down markets is equally as important as it is
in up markets, if not more so. We also believe that the earnings characteristics of a company are revealed over the long term,
and that the company’s stock price reflects not only the growth rate of these
earnings, but their patterns of volatility over
time, as well. Our objective is to outperform our benchmark over a full market cycle
with less volatility, and our successful long-term track record reflects our adherence to this investment philosophy.
|
|
The NAVCAP® | NAV Capital Partners, LLC Team
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
S. CA, S. NV, UT, HA, AZ, NM |
|
|
|
|
Manager Search & Selection |
|
|
|
|
|
|
N. CA, N. NV, OR, WA, AK, MT, WY |
|
|
|
|
Sales Training, Fixed Income, and UITs |
NJ, E. PA, NY, MA, NH, VT, DE, RI, CT |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
 |
NAVCAP® is a third party marketing company focused on sales,
marketing, and active distribution for Unique & Boutique™ high quality
asset managers and other related firms. We help investment companies and asset managers NAVigate successfully in the retail
marketplace. We specialize in the distribution of open-end mutual funds, closed-end mutual funds, private equity, hedge funds,
exchange traded funds (ETFs), unit investment trusts (UITs), and separately managed accounts (SMA). NAVCAP® is a group of seasoned specialists in
the financial services industry with deep experience, domain expertise, and meaningful relationships.
< Link to NAVCAP Word Press Blog.
Separately Managed Accounts (SMA)- Investopedia Definition
Private Placement (PPM) Defined by Wikipedia
Accredited Investor (AI) Defined by Wikipedia
What is a Qualified Person or Purchaser (QP)?
Why NAVCAP®? Outsourcing distribution to a third
party marketing firm like NAVCAP®
makes perfect sense. Building a wholesale organization from the ground up, finding the right talent, motivating and compensating
the investment wholesalers, and generating results is expensive and foreign to most asset managers... not to mention a huge
distraction. How do you find the right professionals who are highly specialized, with existing relationships, with the
right pedigree, and savvy enough to work as intermediaries in distributing your asset management disciplines?
With profit margins contracting at many firms, adding more fixed costs is unthinkable...yet how do you generate
sales or additional assets to manage? NAVCAP® could be the solution. NAVCAP® is comprised of a highly specialized group of industry veterans with domain expertise, industry
knowledge, meaningful relationships, licensing and credentials, and proven track records of success. NAVCAP® shifts new asset acquisition
from a fixed cost structure to a variable cost structure.
|
