The Chevelon Edge

Constructing high-conviction portfolios that place great importance on the value of original thought.

Rather than commit resources to develop a marginally different viewpoint on watered-down investment ideas, we seek individual securities where we believe there are “multiple ways to win” over the long term. We actively seek this optionality and believe that constructing a high-conviction portfolio of positions with asymmetric profiles is the best way to serve our clients and compound wealth over multiple years. While our investment selection process informs our decisions, your individual goals and objectives take priority. We marry active investment management with rigorous valuation analysis to better address risk/reward dynamics and rebalancing efforts.

Chevelon Process

1

Introductory

At the onset, we explore what is important to you: your financial goals and objectives, your monetary desires, and the primary purpose for your wealth. We listen, learn, and respond to your queries.
2

Discovery & Alignment

We help bridge the divide between your appetite for risk, time horizon, and portfolio return expectations. We overlay this with your current wealth circumstances, define your investment objective, and begin to chart the path forward.
3

Investment Selection

Here, we put our unique institutional experience in investment research and selection to work. Once we have gathered all of the inputs, we assemble a customized list of securities indexed to your specific goals and aspirations.
4

Portfolio Construction

Asset allocation parameters, style factors and tilts, and appropriate risk metrics are all building blocks we address in formulating your portfolio. Our aim is to operate within the confines of your investment policy statement.
5

Assess...
Measure...Calibrate

We are on the side of prudence as we initially deploy and monitor your portfolio, calibrating and re-sizing positions as needed in order to judiciously capture your individualized investment objectives.

Tailored Portfolio Construction

At Chevelon, no two portfolios are alike.

Independent Objective Research

All of our investment analysis is performed in-house.

Individual Policy Design

We work with each client to comprehensively explore suitable investment objectives.

Custom Indexing

We allocate and rebalance your capital based on your individual preferences and circumstances.

Active Investment Management

If your thesis should change, reevaluate.

Cost Consciousness

We construct each portfolio in the most cost-effective way.

Risk Management

Knowing what companies and investments to avoid is equally as important.