Investment Management

Varsity Strategic Management focuses primarily on managed money programs that can provide a superior risk adjusted return for individual, corporate and trust clients. At VSM we also recognize that each client is different. While managed money is our focus we also provide access to a wide range of equity and fixed income markets in all major currencies.

Investment Philosophy

• Conservative in nature with capital preservation being our first priority.
  
  
• The construction of an "efficient" global asset mix entails maximizing the return on a client's portfolio within a comfortable level of risk.
  
  
• Return is measured as a "managed account premium" above the risk free rate (T-bills).
  
  
• Focus on downside risk management as opposed to mean variance risk management.
  
  
• International clients require more than U.S. dollars. We provide a wide range of investments with different currency exposures.
  
  
• The portfolios are monitored on a regular basis and are rebalanced on a quarterly basis back to the original asset mix.
  
  
• Each client is provided with an Investment Policy Statement ("IPS"), which sets out the investment mandate.
  
  
• Clients are kept informed of their account through regular account statements, quarterly meetings/conference calls and online account access.