A Different Investment Approach
At RAO Wealth Partners, our mission is to deliver alpha-generating strategies based on our core investment tenets: Quality Companies with Strong Valuation and Momentum.
We start our stock selection using fundamental research from some of the top global research firms examining over 2,000 of the largest companies. Individual stocks are then evaluated based on a financial metrics including revenue growth, balance sheet strength, profit margin.
We then apply an exhaustive study of the technical characteristics that attract both value and growth, and this research forms the basis of every portfolio we offer. Our strategy appeals to common sense investing and our stock selection is done in a logical, unemotional way: We buy quality companies with strong valuation and momentum.
We do not seek to deviate from our strategy, as we follow a disciplined and structured approach to trading decisions. Our process is designed to reduce emotional biases that can affect investment outcomes. Unlike many traditional approaches, our methodology includes a defined sell discipline intended to help manage downside risk during periods of market volatility.
