Our Strategies

Fixed Income

ARS Core Fixed Income Strategy

Our approach to fixed income investing is to earn an appropriate level of income consistent with capital preservation.

Read More

Equities

ARS Core Equity Strategy

Our Core Equity Strategy invests in high- quality companies with strong balance sheets and reasonable earnings growth.

Read More

ARS Focused All Cap Strategy

We seek to identify the best-positioned and undervalued companies across market capitalization ranges and include investments characterized as growth and/or value in their orientation.

Read More

ARS Focused Small Cap Strategy

We believe market inefficiencies create mispricings and undervaluations, which can be substantial in smaller capitalization stocks.

Read More

ARS Multi-Strategy

ARS Multi-Strategy is a custom portfolio designed to meet a client’s specific needs by investing in proprietary and third-party-managed strategies.

Read More

ARS Tactical Asset Allocation (Balanced) Strategy

The Tactical Asset Allocation (Balanced) Strategy draws elements from our Core Equity, All Cap and Core Fixed Income strategies to generate returns while reducing volatility and downside risk.

Read More

ARS Tactical Sector Allocation ETF Strategy

The ARS ETF approach leverages our investment philosophy and process, while providing a strategy that more closely tracks the benchmarks with limited turnover.

Read More

Alternatives

Pine Street Associates, L.P.

Pine Street Associates, LP is a fund of hedge funds. The portfolio investments are allocated across a number of alternative investment strategies designed to mitigate downside volatility.

Read More

Somerset Capital Partners, L.P.

Somerset Capital Partners, L.P. is a long-biased long/short U.S. equity fund premised on the critical belief that markets are inefficient, resulting in securities that are often mispriced and deeply undervalued.

Read More
The Latest Outlook & Insights