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Safe Haven Advisors
has developed a unique research capability in support of our single
stock risk management services. Within the various strategies we
cover, we are enthusiastic "collectors" of risk management solutions.
Whether it is a new type of Exchange Fund or a particularly good
template for a VPF Contract or a Charitable Remainder Trust, we want to
know about it. We also want to figure out how to make it better for our
clients.
In support of our proprietary SERT Contract product, our research considers three
areas:
-
the long term negative outlook
for
individual stocks and industries;
-
the implications for future
stock pricing
of data to be observed in today's
option markets; and
-
portfolio
management strategies
targeted to specified contingent outcomes.
Our
initial research publication is a practical guide for
concentrated shareholders and their professional advisors. Updated at the time it is issued,
the
"Single Stock Strategies Report" provides
current information on risk management for a concentrated shareholder in a given
company.
The
report is designed to help financial advisors to sort out what strategy or strategies
a concentrated
client should consider. Each report lays out a full set of reasonable alternatives for
a particular stock holding, time horizon and risk profile. These
alternatives can then be reviewed with the prospective client and other
advisors.
If
you are interested in reviewing a report for a particular stock, please
fill out our brief request form. Once you have reviewed the report, if you
or your client have questions for me, start with an
email, and I will
follow up with you as soon as possible.
Ed
Schmidt
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