EquiStar Wealth Management Inc. Employee Directory

Investment ManagementFlorida, United States2-10 Employees

“Picture a future where investment isn’t just about financial gain, but about sparking industry-wide revolutions. At Equistar, we don’t just follow trends, we set them. We harness the power of Michael Porter’s Five Forces model to uncover and invest in disruptive technologies that hold the promise to redefine industries. We delve deep into the competitive dynamics of industries - from the clout of suppliers and consumers to the looming threats of new players and alternatives - to identify the most promising opportunities for growth which adds the traditional asset allocation model for diversification and risk control."

Process:
Equistar seeks superior investment returns with a long-term investing perspective. Our portfolios use a fundamental, bottom-up research approach and invest in securities of all market capitalization. As a separate account manager we seek to invest in growth companies at value prices and focus on out-of-favor or misunderstood companies with robust balance sheets, proven management teams and solid financial underpinnings. Particular attention is paid to those securities with an abundance of cash and trading at modest multiples of book value and forecasted earnings. Typically, Equistar seeks investments that it believes can double or triple in price within a 2-3 year timeframe. Depending upon risk tolerance and overall objectives... the portfolios are typically split according to market conditions into long-term core positions and short-term tactical trading positions and is diversified across several sectors including technology, health care, real estate and financial services. The strategy invests primarily in U.S. stocks and to a lesser extent some ETF's and/or foreign companies. Our top 10 positions usually comprise approximately 50 to 70% of the portfolio's total allocation and maybe to stocks or ETF's. Therefore, Equistar is more focused on achieving superior long-term returns over short term volatility.

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