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Philosophy

As part of our investment philosophy, we strive for capital preservation and growth while maintaining a fully diversified portfolio. AlphaNext aims for liquidity, cost reduction, and tax efficiency.

Philosophy

As part of our investment philosophy, we strive for capital preservation and growth while maintaining a fully diversified portfolio with high levels of liquidity, cost reduction, and tax efficiency to enhance returns.

 

Capital Preservation

& Growth

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We aim to create portfolios that are able to endure different market cycles and grow over long-term periods.

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Diversification

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At AlphaNext, we are firm believers that diversification can help portfolios grow during different, unpredictable market cycles. To that end, we aim to create non-correlated portfolios containing different asset classes, sectors and industries, duration, credit grade, and geographic locations. We know that diversification is the key to successful investing.

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Liquidity

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We aim to minimize portfolio complexity by maintaining liquid portfolios and making them readily accessible to our clients.

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Cost Reduction

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We don't work for the large mutual fund companies, we work for you so we find the most cost effective investment vehicles that let more of the returns flow through to you. Cost savings are a positive return in any market.

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Tax Efficiency

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We aim to reduce and minimize realized capital gains.