Invest in the World
WHO?
The intention behind creating Houndstooth Investment Management is to help investors navigate the world’s markets with confidence and ease. By viewing the world as a interconnected network of asset classes, Houndstooth is able take advantage of macro trends within individual assets before the macro shift occurs. Shifts in the markets start small and eventually grow into larger moves. By being able to identify exactly which assets are moving in a new direction, we are able to capture macro moves much sooner. This allows investors to have their money positioned at the proper beginning and end of trends, instead of an “always invested” approach that results in average returns.
MUTLI-ASSET CLASS APPROACH
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Invest into 40+ Countries across North America, Latin America, Europe, Middle East, Africa, Asia and Pacific Regions
In-depth United States exposure through sectors and market caps
Use stocks to diversify among Developed, Emerging, and Standalone Markets
Approach is used to gain the most granular exposure to over 95% of the world stock market as efficient as possible
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Take advantage of shifts into the Bond Market as a unique diversifier for defensive positioning
In-depth suite of: Treasuries, Investment Grade Corporates, High Yield Corporates, Inflation-Protection, Municipals, and Mortgages
Diversify through bond duration and geographical exposure
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Great way to protect portfolios from inflation during global events
Invest directly into Precious Metals, Energy, Agriculture, and Industrial Metals
Acts as a great diversification tool when paired with stocks and bonds
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Representation of foreign currencies against the U.S. Dollar
Invest directly into the U.S. Dollar against foreign currencies
Great way to diversify and strengthen overall portfolio positioning
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Unique diversification tool due to uncorrelation to other asset classes
Works best when paired with multi-asset class portfolios
Highly speculative in nature, but harnessed to strengthen portfolios
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Invest directly into short and mid-term volatility against the S&P 500
Very unique way to diversify portfolios due to direct opposition to the stock market
Works best during sudden global declines when every asset class is confused
NOT QUARTERLY, every day.
Markets don’t fluctuate on a quarterly basis, they move every minute of everyday. At Houndstooth Investment Management, we pride ourselves on adjusting portfolios on daily basis to take advantage of current market conditions for our clients benefit. This attention to detail is a requirement to help clients reach their financial goals. Consistent monitoring is critical to ensure balance between portfolio growth and preservation.
All types of accounts
trust
Account for a legally established trust, controlled by one or more trustees on behalf of one or more beneficiaries. Trust assets are held in the account.
For family trusts, revocable or irrevocable trusts, and other fiduciary arrangements. Requires trust documents during application.
Single account owned by two people (e.g. spouses or partners). IBKR supports Joint Tenants WROS, Tenants in Common, etc.
For two individuals with shared ownership (married couple, etc.). Both owners can have equal access.
Individual
Single account owned by one person (one primary holder).
Most common for an individual investor client.
joint
retirement
Tax advantaged individual retirement account (Traditional, Roth, etc.). Assets held for retirement savings; subject to retirement account regulations.
For U.S. clients’ retirement funds. IBKR provides IRA accounts for eligible individuals (or similar retirement accounts in certain jurisdictions).
custodial
Account managed by a custodian (adult) for a minor child until the child reaches legal age. The assets belong to the minor. (Available to U.S. residents.)
For minors’ investments, managed by a parent/guardian. The custodian controls the account until the child is of age, at which point assets transfer to the child.
entitiy
Account owned by a legal entity such as a corporation, partnership, LLC or other organization. Assets are held in the entity’s name. Authorized individuals (officers) act on behalf of the entity.
For business clients, corporate investment accounts, family offices, or other institutional clients of your advisory firm. Typically requires entity formation documents and resolutions.
All account types are supported and cleared through Interactive Brokers (IBKR)
passion to help
Houndstooth Investment Management was started to make a difference in the investment management industry by giving portfolios unmatched attention to detail that the industry currently lacks. At the core, Houndstooth has always wanted to help investors feel secure and passionate about their money. Instead of placing investors into cookie-cutter solutions without intention, we focus on taking advantage of having every asset class conveniently at our disposal. With technological advancements in investment space, it has put pressure on investment managers due to individuals being able to trade like Wall Street from their kitchen tables. Don’t settle for un-intentional asset management. Houndstooth wants to help investors take advantage of what every asset class has to offer.
FINDING THE CONNECTION
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Let’s Talk
If you are interested or think what Houndstooth Investment might be a fit for you, please feel free to reach out. We would love to talk with you about your goals and see how we can help.
If you think a YouTube channel or email newsletter would be something of interest to receive daily or weekly insight on the firm’s views, please let us know. We are always trying to find new ways to keep our clients knowledgeable and create interest for new clients.
If you are a Registered Investment Advisor (RIA) and would like to partner with Houndstooth Investment Management for trading solutions and portfolio management, please reach out as well.
