INVESTMENTS

PORTFOLIO MANAGEMENT TEAM

The Portfolio Management team at Sphere is dedicated to designing and executing disciplined processes born out of a time-tested methodology. We manage portfolios using individual equities and fixed income instruments, exchange-traded funds, closed-end funds, mutual funds, and cash. Our team works diligently to produce objective based results, tracking progress with leading edge technology which allows us to offer clients more transparency and communication through the portfolio management process. Our primary objective is to allocate a client's portfolio into a diversified basket of asset classes, designed around the client's investment objectives. We then focus on utilizing holdings that optimize the efficiency of the asset class. In asset classes we utilize more heavily, like domestic large cap equities and fixed income, we will utilize individual stocks and bonds.

"INVESTMENT IS MOST INTELLIGENT, WHEN IT IS MOST BUSINESSLIKE."
-- Benjamin Graham

identification

  • Utilizing screens and filters, we identify stocks with good cash flows, stronger than average financial stability, and above average return on total capital.

  • Sort those symbols using various metrics to determine which portfolio objective best aligns with the stock characteristics.

  • Sort the stocks by portfolio with the strongest financial advantage relative to their industry and sector.

diversification

  • We construct three domestic equity portfolios for three unique objectives.

  • Maintain diversification of sector and size by utilizing strict portfolio rules outlined in our investment policy statement.

  • Maintain awareness of correlations to economic indicators, so we never allow a client to be overexposed to interest rates or the price of oil.

valuation

  • After identifying companies with a strong financial advantage, we look to understand which equities we believe are properly valued or undervalued compared to potential earnings expectations and focus our research efforts on those companies.

  • Use our expected future value processes to constantly analyze the stocks already owned in each of the portfolios.

  • Identify the current price multiple as it compares to it's trailing five year high and low multiple.

qualitative

  • Comb through research reports, economic surveys and investor presentations to fully understand the companies business operations and whether the company could be in favor in certain economic environments.

  • Determine whether the stock fits well alongside the other symbols in the appropriate portfolio.

  • Present investment decisions to the investment committee for discussion and approval for trading.

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​​Sphere, LLC is a Registered Investment Adviser.  Advisory Services are only offered to clients or prospective clients where Sphere, LLC and its representatives are properly licensed or exempt from licensure.  Investing involves risk and possible loss of principal capital. No advice may be rendered by Sphere, LLC unless a client service agreement is in place. Additional information about Sphere, LLC also is available on the SEC's website www.adviserinfo.sec.gov

© 2020 Sphere, LLC. All Rights Reserved.