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Institutional Investing

A customized investment strategy — always in perfect alignment with your goals.

PARTNER WITH US

Elevate your financial objectives.

The investment team at Bergamot has a long history of working with institutional investors — ranging from Corporate Pension Funds and Endowments, to Foundations and Fund of Funds. We offer a unique set of customized solutions, focused on both traditional and non-traditional investment opportunities.

You'll receive thoughtful, unbiased advice from our team of experienced industry professionals.

Working closely with your investment team, we first develop a deep understanding of your organization's overall financial objectives. We then customize investment solutions using our proprietary models that align with your risk tolerance, time horizon and income needs to ultimately help you reach your investment goals.

Our dedicated team of client service professionals brings a high level of industry experience and knowledge, working seamlessly alongside our investment team to deliver a world-class experience to our clients. Our ultimate goal is to partner with you to elevate your organization's financial objectives and fulfill its fiduciary responsibilities.

The evolution of our investment process.

Over the past 43 years, there has been an evolution of our investment process. What started with valuation and earnings revision analysis, has evolved into a more dynamic process that captures information in real time and processes that information to identify potential buy and sell opportunities in our equity universe.

Understanding the core of our investment process

We utilize a comprehensive 3-step investment process to create customized portfolios that are uniquely tailored to your investing needs.

01

Valuation

Our proprietary valuation model

The first step in our investment process utilizes our proprietary valuation model which enables us to compare multiple valuation metrics to their historical averages. This produces a subset of stocks from the investment universe that are “cheap” relative to their long term growth prospects.

02

Our Micro Elements Model

Separating the news from noise

As information has become more widely and abundantly available through various platforms, it has become increasingly important to have a way to organize and process it — ultimately separating the "news" from "noise".


Our unique Micro Elements model allows us to capture data and process it in a highly thorough and efficient manner — enabling our investment team to focus their research efforts on companies that we feel have a higher likelihood of outperforming their respective benchmarks.

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The importance of investor sentiment

Investor sentiment is an important factor in determining what is being discounted by investors and may allow us to take advantage of opportunities to buy where we feel multiples may be able to expand — and sell where we feel investors are too optimistic about a company’s growth prospects.

Our unique Micro Elements model helps us to capture investor sentiment — the component of a stock price that is not statistically explainable. Combined with our knowledge of industry and sector dynamics, this allows us to potentially identify the best time to enter and exit an investment position.

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03

Fundamental Analysis

A comprehensive study of company growth projections

Finally, we focus our efforts on gaining a thorough understanding of each company's specific competitive dynamics within its own industry growth landscape — challenging the assumptions underlying their expected growth rates and ranking them as suitable candidates for investment.

We welcome an opportunity to learn about you and your needs.

Insights

Thoughtful perspectives from our wealth management team to help navigate what matters to you most. Discover the latest on everything from market news and trends — to wealth planning and emerging investment opportunities.

By Christopher Liong 08 Apr, 2024
Happy belated Easter to all and we hope everyone is okay from the surprise earthquake that only Californians have really come to expect last Friday. With spring technically here and Easter just behind us, it brings to question one of the most famous prognosticators of the last century. No, not Warren Buffet, but Punxsutawney Phil. Unfortunately, his track record is not quite as strong with only a 39% accuracy rate over the past 140 years. With that level of “success” it gives us stock pickers hope just yet! The Market. The broader market as defined by the S&P500 was up 10.2% in the 1Q of 2024, while the Dow was up 5.6%. This strength was mostly a continuation of what we saw in the 4Q of 2023 and was once again driven by the larger technology stocks that are associated with Artificial Intelligence (AI). While the Magnificent 7 continues to attract attention, this performance was more focused than previously and was primarily driven by Nvidia (NVDA) +88%, Meta Platforms (META) +42%, Microsoft (MSFT) +14% (Note: Tesla (TSLA) was -30%, and Apple (AAPL) -8%).
A football player wearing a helmet with the letter a on it
By Christopher Liong 22 Mar, 2024
Small changes now can lead to large impacts in the future. Compound interest is the interest you earn on interest. Small differences in the present rate can lead to big differences in the multiplier effect down the line.
A close up of an american flag waving in the wind
By Christopher Liong 19 Feb, 2024
First, a very belated Happy New Year to all. With the recovery of the S&P 500 in 2023, despite the narrowness of it led by the Magnificent 7, 2024 promises to be an interesting year with interest rate increases and inflation likely behind us, the Chinese economy continuing to struggle, recession concerns waning and an election in November.

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