Our Strategy

Contact Us For A Consultation

Global Equity, Long/Short

Cratus Wealth Management's (CWM) objective is to generate high returns and, over time, exhibit low correlation to the global equity markets. To achieve this result CWM will seek to exploit the Fund's investment flexibility, which - subject to the conditions laid down for its activities - offers the following possibilities:

  • Buy companies, commodities and or indexes (go long) that CWM views to be of a high potential that are not yet, fully reflected in the share price.

  • Buy/sell (issue) derivative instruments of a given share, sector or stock exchange.

  • Sell companies, commodities and or indexes (go short) that CWM views to be overvalued and of low or lower quality. To "go short" means to borrow a number of shares from a long-term investor in order to sell them on the equity market in the expectation that the share price will fall, and it will be possible to buy them back at a lower price, thus making a profit.

FromWebsite

By buying shares and at the same time selling borrowed shares and other types of assets, CWM can put together a portfolio capable of producing a positive return whether the expectations of the equity market are positive, neutral or negative.

In short, Cratus Wealth Management (CWM) believes investors MUST have the ability to make money in both rising and falling markets.

Strategy Details

Small/Micro Cap Growth Strategy

The CWM Small/Micro Cap Growth strategy provides exposure to growth companies predominantly within the micro and small capitalization universes. The Small/Micro Cap Equity portfolio utilizes a market capitalization range from $50 million to $1.5 billion. For comparative performance purposes we utilize the Russell 2000 Growth Index over a full market cycle, typically defined as a three to five year time period.

Small Cap Growth Strategy

The CWM Small Cap Growth strategy provides exposure to growth companies predominantly within the small capitalization universe. The Small Cap Growth portfolio utilizes a market capitalization range from $500 million to $2.5 billion. For comparative performance purposes we also utilize the Russell 2000 Growth Index over a full market cycle, typically defined as a three to five year time period.

Small/Mid Cap Growth Strategy

The CWM Small/Mid Cap Growth strategy provides exposure to growth companies predominantly within the small and mid-capitalization universes. The Small/Mid Cap Equity portfolio utilizes a market capitalization range from $500 million to $7 billion. The industry exposure is broad with particular emphasis on Healthcare, Technology, Consumer and Business Services. For comparative performance purposes we utilize the Russell 2500 Growth Index over a full market cycle, typically defined as a three to five year time period.

Large Cap Growth Strategy

The CWM Large Cap Growth strategy provides exposure to those growth companies that CWM believes possess a franchise position within their industry and has compelling growth opportunities for the future. The investment team focuses on those companies with market capitalizations from $5 billion to $500 billion where we are able to identify earnings growth considerably above historical trends or consensus expectations. For comparative performance purposes we utilize the Russell 1000 Growth Index over a full market cycle, typically defined as a three to five year time period.

Growth Equity Strategy

The CWM Growth Equity strategy provides exposure to growth companies in the small, medium, and large capitalization universes. By managing a diversified equity portfolio utilizing the full market capitalization spectrum, our active portfolio management approach is not constrained by a company's market value. For comparative performance purposes we utilize the Russell 3000 Growth Index over a full market cycle, typically defined as a three to five year time period.

Global Environmental Opportunities Strategy

The Global Environmental Opportunities Strategy (GEOS) seeks to provide diversified exposure to companies that can profit from climate change action. GEOS is designed to leverage the technologies that will help mitigate and adapt to the implications of climate change. The portfolio management team evaluates companies based on a rigorous review of environmental and financial criteria. GEOS invests across nine climate themes to provide diversification and opportunity within each economic sector. The strategy is global, and invests across the full market capitalization spectrum. GEOS holds diversified large companies that are exposed to multiple climate themes, as well as smaller, specialized companies that have leading technologies.

ETF (Exchange Traded Funds) Global Strategy

The CWM ETF Global Strategy seeks to utilize market conditions when they present themselves globally, providing diversified exposure and portfolio value. This allows CWM complete flexibility in terms of asset allocation. With our guiding principle of capitalizing on opportunities in all market conditions, we are consistently prepared to leverage stocks, bonds, treasuries, currencies, commodities, Real Estate Investment Trusts (REITs), cash, emerging markets and/or sectors in the ETF strategy.

Cratus Wealth Management (CWM) Is Committed To:

  • A disciplined investment philosophy designed to produce superior returns over a complete market cycle

  • Generating and protecting investor wealth.

  • Implementing full risk management method