Portfolios

Overview

Important: Please read the factsheets in full for complete disclosure.

Strategies shown below are for those with over $0.1mn in assets. For a full list of strategy history please contact tom@fairweatherinvesting.com

CONSERVATIVE

Conventional Conservative

The Fair Weather Strategies Conventional Conservative Strategy provides investors with cost-effective exposure to a conventional portfolio mix of asset classes, that on balance, are popular with investors that are seeking principal preservation and income.

FWS Conventional Conservative Composite Factsheet 1Q 2021.pdf

MODERATE

Conventional Aggressive

The Fair Weather Strategies Conventional Aggressive Strategy provides investors with cost-effective exposure to a conventional portfolio mix of asset classes, that on balance, are popular with investors seeking growth.

FWS Conventional Aggressive Composite Factsheet 1Q 2021.pdf

AGGRESSIVE

Stalwarts

The Fair Weather Strategies Stalwarts Strategy seeks to outperform the S&P 500® Total Return Index on a risk-adjusted basis over the long-term. The strategy seeks superior risk-adjusted returns by investing in low beta stocks that when added to the portfolio are close to their 52 week high.

FWS Stalwarts Composite Factsheet 1Q 2021.pdf

Opportunistic Value

The Fair Weather Strategies Opportunistic Value Equity strategy seeks to outperform the S&P Total Market Index over the long-term. The strategy seeks superior returns by investing in a concentrated portfolio of roughly 10 stocks that, at time of addition to the portfolio, are relatively cheap on conventional value metrics, have solid balance sheets and display relatively high price momentum.

FWS Opportunistic Value Composite Factsheet 1Q 2021.pdf