The Compak Research Advantage
Our research results are obtained from a combination of Fundamental research, Fund Research and Technical analysis.Read more >>
Customized Growth & Income Portfolios
Compak can customize individual equity portfolio with the goal of meeting a clients specific growth/capital appreciation need.Read more >>
30 Year US Bond
Tactical Overlay Pro-Active Allocation
Tactical Overlay 5% - 20%
Tactical Asset Allocation is a Compak wealth management strategy aiming to increase and decrease the beta (market risk) in a portfolio. Tactical allocations could range from 5% to 20% in the form of cash, or indexed funds. If Compak managers feel that the market outlook is negative, mutual funds that track the inverse returns may be used to hedge (reduce risk) the portfolio.
Strategic Asset Allocation ≈30%
Strategic Asset Allocation 20% - 40%
Strategic asset allocation is used as part of Compak’s wealth management strategy to gain access to areas of the market that the Compak investment team believes offer an attractive risk-return proposition. These market segments could provide good valuations or strong momentum. A portfolio could carry 20% to 40% in such strategic funds.
Core Asset Allocation 30% - 60%
Core asset allocation is the basic building block of Compak’s wealth management strategy, accounting for 30% to 60% of the portfolio. Some of these funds have displayed strong and consistent performance, and may be held for the long term.
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