STRATEGIES

Port Capital offers the following investment strategies for foundations, endowments, and institutional clients in the United States:

  • Small Cap Value Strategy
  • All Cap Value Strategy
  • MLP Energy and Infrastructure Strategy
  • Income Strategy

Port Capital also offers a Total Wealth Management solution for high net worth individuals, families and their foundations.  This offering utilizes the following investment vehicles in meeting clients’ financial goals:

  • Port Capital’s Small and All Cap Value Strategies to capture alpha
  • Index funds to capture systematic return in a low cost, tax efficient manner
  • Fixed income and yield instruments to generate income and manage volatility
  • Individual equities and fixed income securities as required to meet a client’s financial objectives