Overview
Conservative
 - Fixed Income
 - CFP15(h)
 - Persistent Allocation
Active
Performance

Conservative Strategies

Through its Conservative Strategies, Carl F. Petersen strives to achieve an above average rate of return over a full market cycle while focusing on achieving a superior risk/reward ratio. In addition, our objective is to fall no further, or faster, in a bear market than the corresponding market given a 12 to 18-month cycle.

This is sought to be achieved by combining tried and true models with diversification, semi-passive investing, and common sense. Models such as The Small Dogs of The Dow and Multi-Manager Funds are employed. Diversification is used between growth and value, various market capitalization levels, and domestic and international, etc. In addition, common sense is used to make sure the strategies make sense in the real world, whenever possible, so that for example one is not overexposed to international risks through large-capitalized domestic stocks, etc.

Some of the strategies may employ hedging techniques in an attempt to protect the individual strategy and the investments in volatile downward times, although it is not a perfect hedge, and uses technical analysis to determine the overall direction of the market. It is not intended to pinpoint the tops, but to be implemented in a bear market, or if possible an impending bear market.

The Conservative Strategies are thus seeking to find relatively stable income, capital growth, or both, and appeals to investors seeking a highly disciplined approach in the quest for an excellent risk-adjusted return.

The strategies are monitored continuously and re-balanced or adjusted yearly, or if required, to help minimize trading costs, maximize profits, and provide continuity, giving the strategies their semi-passive nature.