The ENR Strategy

ENR Asset Management, Inc. specializes in structuring portfolios in a combination of non-traditional and traditional investment products. This is achieved through strategic asset allocation encompassing a series of investment products in value stock funds, index funds (ETFs), conservative hedge funds, managed futures funds (CTAs), sector funds, REITs and individual stocks, typically large-cap holding companies. Hedge funds and managed futures funds, coined “alternative investments,” do not comprise more than 65% of portfolio assets at any time.

Under exceptional market circumstances, the portfolio might also invest in reverse-index ETFs (inverse ETFs) to provide investors with downside market protection. This hedge was aggressively employed starting in July 2008.

ENR seeks to achieve this strategic global asset allocation by analyzing the following variables:

• Alternative and traditional mutual fund allocations based on macroeconomic factors, relative stock market values, interest rates, global economic growth, inflation, earnings momentum, and investor sentiment;
• Gold as a supplemental currency in all portfolios in an age of growing credit dislocations, financial austerity and bulging sovereign government deficits;
• Contrarian investing or seeking undervalued assets trading at or near multi-year lows;
• Seeks to achieve low monthly volatility and long-term compounding;
• Low or negative correlation to traditional investments by emphasizing alternative trading fund advisors with exceptional long-term performance in both bull and bear markets since 1991;
• Low or no leverage in underlying hedge funds or managed futures funds ENR selects for clients;
• Mutual funds are domiciled offshore for maximum tax efficiency;
• Prospective clients can choose either U.S. dollar or EURO denominated portfolios;
• Advisors selected must be large, accredited and among the top 10% of their respective asset class over a period of at least 5 years or more.