Silicon Valley Capital Partners Global Balanced Total Return Strategy
By combining the concept of global with maintaining a balanced portfolio, Silicon Valley Capital Partners has developed a one of a kind total return approach to managing portfolios. Silicon Valley Capital Partners’ proprietary research and investment process include a top down or macroeconomic analysis which is used to identify regions, sectors and industries that have favorable growth opportunities at reduced risk levels. Table 5 illustrates the investment strategy depending on the business cycle of a given region.

This information is then combined with a traditional fundamental analysis focusing on key company performance metrics including discounted cash flow valuations, assessment of management, product positioning and balance sheet metrics.

Finally, a technical analysis of each company’s stock price and historical valuations are combined with our macroeconomic analysis and fundamental analysis to structure portfolios and manage risk for our clients.