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Tradition Asset Management

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Family Offices - Asset Management

Tradition manages both stock and bond portfolios as stand-alone and balanced accounts. Within our equity portfolios, we seek companies with strong sustainable businesses. These businesses will exhibit above average profitability and free cash generation and above average secular growth. Stock purchases made at discounts to our estimate of intrinsic value, or with a margin of safety, help produce strong risk-adjusted returns. Margin of safety, preservation of capital, and positive risk-adjusted returns drive our mandates. We believe in participating in the growth of quality companies purchased at reasonable prices. We also selectively include asset or value plays that have a catalyst—like new management, restructuring or a product launch that will improve the business and set the company on a course for quality growth going forward.

Our experienced, knowledgeable and dedicated investment team is passionate about owning individual stocks of quality companies. We are not traders trying to outguess the market; rather, we are business and security analysts making an investment that, in our opinion, will provide a suitable risk-adjusted long-term return. Our process is focused on getting to know the business drivers: products, services, brands, assets, research pipeline, patents, networks, competitors, and supply/demand. Estimating the value of the business and buying the stock at a discount to this estimate of intrinsic or business value. We are a research and process driven asset manager focused on long-term performance.

Tradition claims compliance with the Global Investment Performance Standards (GIPS ®) and has verification for the performance reports detailed below. These are available upon request.

 

Dividend Value

  • Dividend Value Fact Sheet -September 2019
  • Dividend Value Presentation - September 2019
  • PSN Top Guns 6-Star Rating

 

ESG

  • ESG Focus Fact Sheet - September 2019
  • Female Focus Fact Sheet - September 2019

 

All-Cap Advantage

  • All Cap Advantage Fact Sheet - September 2019

 

Fixed Income

  • Municipal Income Fact Sheet - September 2019
  • Enhanced Cash Fact Sheet - September 2019
  • Core Fact Sheet - September 2019

 

Diversified Global Strategies

Diversified Global Strategies match a client with a diversified portfolio that meets specific goals of income, safety and capital appreciation. Diversifying across low-correlated asset classes helps lower a Strategy’s risk at a similar expected return. While Tradition is skilled at selecting individual stocks and bonds, we outsource client capital to leading asset managers to bring the additional diversifying benefits of alternatives, global and other unique asset classes to our clients. These proven complementary investment assets diversify and improve a portfolio’s risk-adjusted expected return profile. We recognize the benefits of including alternatives and global assets to provide a complete investment solution. Alternative assets are a broad term that generally refers to almost any asset that is not a plain vanilla stock or bond such as: Risk Arbitrage, Covered Call Strategies, Reinsurance, Alternative Lending, Distressed Debt, Real Assets, Variance Risk Harvesting, and Bond Arbitrage to name a few. Global assets allow participation in opportunities around the world whether they are stocks or bonds or in the emerging markets or developed world. The common theme to both Global and Alternative is finding assets that move at an independent, or low (un)correlated pace and direction compared to U.S. stocks and bonds.

A sound asset allocation strategy is driven by complex statistical modeling that includes expected return, expected standard deviation and a correlation matrix. Optimizing Asset Allocation is a more complex process than simple diversification, but the goal is the same—risk reduction. Asset allocation is the process of selecting a mix of asset classes that closely matches goals and objectives. It is based on the premise that the different asset classes have varying cycles of performance, and that by investing in multiple classes, the overall investment returns will be more stable and less susceptible to adverse movements in any one class. All investments involve some sort of risk, whether it’s market risk, interest risk, default risk, inflation risk, or liquidity risk. Asset allocation strategies seek to mitigate the risks of any one asset class through diversification and balance. Risk tolerance, cash flows, and market realities determine a Strategic Allocation and the actual Tactical Implementation. Longer investment horizons naturally reduce risk as it diminishes the negative impact on any one year. Long duration also allows a portfolio to bear increased expected risk in exchange for increased expected return as time will have the benefit of allowing patience and recovery, from any one bad year, before the capital is needed.

  • View our Global Update Strategy – Graphs Only
  • Modeling Global Strategies by Tradition - November 2018

 

Clients

  • Consultants & Advisors
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  • Private Clients

Consultants & Advisors

Institutional Clients

Family Offices

Private Clients

129 Summit Ave
Summit, NJ
07901 US

Contact Mary Kelly

 Tel: (908) 598-0909
 Fax: (908) 847-0288

 Email: mkelly@traditioncm.com

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Tradition Asset Management LLC (Tradition) is an SEC (Securities and Exchange Commission) Registered Investment Adviser under the Federal Investment Advisers Act and provides portfolio management and related services for a fee. Nothing in this website should be considered a solicitation to buy or an offer to sell shares of any security or service in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction. Investing in stocks and other risk assets could result in losses and positive returns are not guaranteed. Diversification only reduces risk of capital loss but does not eliminate these risks. Expected returns, expected risk, and long-term targeted returns are not forecasted returns or risks but are only statistical definitions for modeling purposes. Actual results could vary materially from these returns and could result in losses. Financial assets are also exposed to potential inflation and liquidity risks. Past performance is not indicative of future results, and all investments could lose value in the future. At a given time, any risk asset class or asset may lose value and result in substantial losses. Tradition does not make any assertions, estimates or guarantees about future results. Copies of the ADV and Privacy policy are available upon request or through these links.
Form ADV     |     Privacy Policy

Tradition Asset Management LLC acquired the assets of Tradition Capital Management LLC and is the successor in interest to its business including its investment track record. References in this website to Tradition may refer as appropriate to Tradition Asset Management LLC and Tradition Capital Management LLC.

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