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THE CEDAR PORTFOLIO

An actively-managed, value-investing global portfolio focused on equities of great businesses from around the world, and assets preserving purchasing power => an investment portfolio targeting outperformance at relatively lower risk.

 

  • Value Investing-based unique approach – 7 quantitative factors and 7 qualitative factors
  • Some holdings in equities of great businesses from around the world
  • Some holdings in assets preserving purchasing power (precious metals and limited token issuance-based cryptocurrencies such as, but not limited to BTC ADA SOL XRP)
  • Holdings in high-growth, low-debt, geopolitical-assessed jurisdictions – no holdings in the USA, Russia, EU
  • No use of derivatives, debt or leverage in the investment process or portfolio
  • Link here to get more information about the portfolio

Link Here to Express your Interest in the Cedar Portfolio Investment Strategy

Helping to meet the Challenges of the Current Environment:

Negative Interest

How do you get real yield in an environment of essentially 0% interest rates or negative real interest rates (nominal interest rates minus inflation)?

Preserve Purchasing

How do you preserve purchasing power when currencies are depreciating? How do you preserve purchasing power in a rising inflation environment?

Investment Environment

How do you invest in an environment characterized by quantitative easing, monetization and policy-based interest rates?

The Cedar Portfolio

How do you target outperforming portfolio returns?

Value Investing using principles of the Austrian School of Economics

Unique Approach

“The Austrian investment approach eschews leverage, promotions, and fads. It is likely to steer one away from disastrous investment outcomes through a balanced approach to wealth preservation. In short, the Austrian methodology is based on reality, not fancy, and its application in daily practice will provide an investor with favorable odds to achieve financial well-being.”

– Austrian School for Investors by Incrementum Fund Managers Ronald-Peter Stoeferle and Mark Valek and Incrementum Advisory Board Members Heinz Blasnik and Rahim Taghizadegan

“The idea of a more sustainable, cleaner, and social economic system is not new .. it is happening as we speak thanks to competition and technology .. consumers are already making companies all over the world implement increasingly higher sustainability and environmentally friendly policies .. If we want a more sustainable world, we need to defend sound money policies .. free markets .. will make this world better for all.”

– Daniel Lacalle, Economist and Fund Manager – Article Link