Investment Management

At Walnut Investment, we help our clients preserve and grow assets through investing in the U.S. stock market. Our Core Portfolio consists of ~20 large-cap stocks with emphasis on reasonable valuation, strong balance sheet, market share positioning and free cash flow growth.

Our investment philosophy and process uses a complimentary of well-studied macro strategies, data-dependent diversification, advanced-modeled quantitative structures and broadly-practiced active management.

Investing is a commitment to your future. It's a way to preserve and grow your wealth. We want to position clients' portfolios to withstand ever-changing market and economic conditions.

>> Step 1: Objective Setting

We design portfolios based on clients' investment horizon, preference and needs.

>> Step 2: Asset Allocation

From a top-down approach, we choose stock sectors appropriate to our macroeconomic outlook. From a bottom-up approach, we pick high-quality individual stocks that meet our rigorous valuation and market-positioning criteria.

>> Step 3: Active Management

We use quantitative methods to build and manage positions appropriate to clients' risk appetite.

>> Step 4: Assess Performance

For clients with a long-term investment outlook, we aim to outperform broad-market indices such as the S&P 500.

Tailored - Let us work with you to manage wealth

We will work with you to design, research and manage your own investment portfolio. Alternatively, participate in our actively-managed Core Portfolio. Either way, we are committed to your investment goals, needs and performance.

Transparent - Let us show you how we manage our portfolios

We make our work transparent by showcasing the portfolio management process, from macro-analysis, fundamental research, asset allocation, position management and assessment of performance. For each stock in our coverage universe, we make available information such as our position size and our investment thesis.

View Our Portfolio

Informed - Let us keep you up-to-date with your investments

We publish frequent notes about our thoughts on the market, news from our recommended stocks, and portfolio buy/sell actions. Subscribe to receive email alerts.

View Macro/ Portfolio Analysis

Educated - Let us share investing lessons

We want you to be an educated investor. Understand why bond yields affect valuation. Know how to diversify your portfolio. Decide when to buy or sell.

View Educational Content

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