Perigon provides custom designed high quality, diversified equity and fixed income portfolios complimented by high quality satellite investments. We seek long-term capital preservation and growth within well defined client risk parameters for both taxable and tax-exempt portfolios.

Our Equity Portfolios are based on proprietary fundamental, valuation, and technical research. We are growth at a reasonable price managers. Our equity portfolios often have greater than market growth rates on both revenue and earnings, greater than market return on capital, greater than market margins, and price-earnings ratios close to the average of the S&P 500. We believe that corporate ethics, profitability, growth, and valuation matter. The emphasis on these beliefs yields a low portfolio turnover which allows a focus on long term investment trends.

Our Fixed Income Portfolios use only investment grade holdings and are laddered over many maturities to diversify interest rate movements. Portfolios are constructed in an optimized ladder of maturities with adjustments made to anticipate interest rate trends or to take advantage of beneficial trading opportunities. The security selection process includes a fundamental analysis of the issuer, a review of the bond’s characteristics including call features, coupon, maturity and yield, reserve position, credit enhancement and investment grade ratings by one of the major rating agencies.

Core & Satellite Approach
Perigon manages Core & Satellite Investments around your optimal asset allocation strategy. We begin by understanding your tolerance for risk since different asset classes are exposed to different levels of risk. We believe that Core-Satellite investing benefits from low to negative correlations between asset classes which lowers overall volatility and increases absolute returns.

The figure below illustrates Core & Satellite investing: