Portfolio Management

There is a new model for investing, based on the science of the capital markets, not speculation. Decades of academic research lead the way.

Stoeckler Financials portfolio management philosophy is grounded in the efficiency of the capital markets – meaning that in liquid and competitive markets, traded securities are fairly priced and reflect the aggregate risk and return expectations of all market participants. By allowing the markets to work, our goal is to achieve enhanced returns by allocating our portfolios towards factors of higher expected returns (risk premiums), maintaining a long-term disciplined approach, institutionally priced security selection, and minimizing transaction costs through efficient trade execution.