- Our Services
- Investment Strategy
Stonebrook Capital Management constructs custom investment portfolios based on the goals and risk tolerances of our clients.
It is impossible to forecast the future, so we believe the investment process and strategy must remain flexible to guard against the potentially devastating effects of unforeseen events. Stonebrook helps investors minimize risk and lower volatility while seeking to maximize returns. When market trends and valuations are both favorable, we seek capital accumulation. When market trends and valuations are unfavorable, we seek wealth preservation.
We think effective risk management is essential to successful investing, because investing is inherently, risky. Stonebrook uses a combination of fundamental research and technical analysis to identify when the stock market is risky and stock exposure should be reduced. The bursting of the internet and real estate bubbles in recent years has had dire consequences for many investors. Technical analysis has been one of the most effective tools for limiting the impact of these catastrophic events, and minimizing damage to investor portfolios. Risk management is one of the most important ways Stonebrook adds value to the investment process.
Historically, fortunes have been made by those able to identify and invest in world-changing events or technologies like the development of the railroad, automobile, and petroleum industries. We look globally to identify long term trends with that potential. Current examples include the rise of the middle class in China & other emerging countries, and the exponential growth of the world population and the resulting shortages of energy, water, and food.