Know What You Own

 

At Chicory Wealth, we utilize a portfolio management strategy centered around the philosophy of knowing what you own.

To this end, we look beneath the hood of each of our portfolio companies to gauge their financial health as well as their impact in the world. 

We perform traditional fundamental analysis and construct our portfolios in a manner in keeping with the tenants of diversification and risk-return analysis. We allocate portfolio weights according to our macroeconomic outlook and long-term trends and market conditions.

We monitor all of our investments for both financial and SRI performance.  We return to the drawing board each year to perform our screens and identify any potential new additions to our models.