Our
Strategies

With a proprietary process and approach,

we use innovative and time-tested investment strategies in equity, fixed income and derivatives markets as we look to achieve differentiated, risk-adjusted returns.

With nearly 40 years of combined experience, we actively manage strategies to deliver what a modern portfolio should be designed for: enhanced cash flow and returns in almost any market condition.

Equity Strategies

Fixed Income Strategies

Concentrated
Equity Strategy

Our Concentrated Equity Strategy seeks to invest in high-quality, well-known stocks or ETF’s and actively deploys an innovative options strategy to drive cash flow, add equities at a lower cost and maximize the portfolio's potential.

IN SHORT:  GETTING PAID TO WAIT FOR BETTER ENTRY POINTS WHILE CASH FLOW DRIVES RETURNS

The strategy diversifies its holdings by investing in companies that we believe have outsized longer term growth potential in different sectors. We combine equity purchases and put-sales that are struck at below current market levels, which allow us to exploit supply-demand imbalances. As a result, the risk/adjusted return is enhanced over a traditional long equity allocation.

Our put sales lead to incremental cash flow that magnifies compounded returns – and during positive market gains, there is typically minimal to no opportunity cost. During a sideways market, the strategy seeks to outperform through a buy-and-hold strategy driven by bond-like cash flow.

During a down-trending market, Concentrated Equity seeks to outperform a buy-and-hold strategy due to staggered market entry points that are additionally offset by premiums collected. Rebalancing occurs frequently, as we seek to ensure target strategic or tactical allocations are maintained while portfolio volatility is reduced.

Fallen Angels Strategy

This strategy is a new approach to taking advantage of severe market dislocations and finding a more creative way of investing alongside the stocks that have been impacted disproportionally.

IN SHORT:  ADVERSE PERCEPTIONS LEAD TO INVESTING OPPORTUNITIES WITH CREATIVE THINKING

The concept behind our strategy was to identify companies whose stock price had fallen precipitously to a point where it was completely disconnected from the actual value of the company, so-called "fallen angels." We sought a way to have exposure to the upside of this opportunity without having to deploy capital to own shares in those disconnected companies outright. The solution was to use what is called a "synthetic long." This strategy involves selling a put below the current stock price and using the option premium proceeds to buy a long call slightly out of the money or above the current stock price.

This strategy represents the best example of Audent’s approach to active management using innovative products, investment styles, and risk versus reward analysis to invest during times of extreme market volatility, and then being patient to realize outsized returns.

Bond
Enhancement Strategy

Our Bond Enhancement Strategy takes existing assets in a portfolio, uses them to generate income, and adds more high performing assets at an effective discount to prevailing prices.

IN SHORT:  ASSETS WORK HARDER, SMARTER AND BETTER

Our unique approach starts with the bonds in the portfolio being used to collateralize a put-write strategy using highly liquid options based on stock index exchange-traded funds (ETFs). We then effect a dual lever action depending on market conditions. As structured, the put-write strategy allows us to either (a) use the proceeds from selling the options to enhance the return of the bond portfolio, or (b) accumulate equity ETF positions at an effective discount during market selloffs.

With this approach, our investors are unlocking the value of the bonds and moving into and out of equities at opportune times. Simply put, this is taking the existing assets in a portfolio and making them work harder, smarter, and better.

Global Alpha Income Strategy

Our flagship approach, this global buy write strategy employs the same bottom-up analysis as our Concentrated Equity Strategy, but with the added feature of writing calls on stocks and on ETF’s above the current price of the stock.

IN SHORT:  A GLOBAL BUY WRITE STRATEGY THAT USES OPTIONS TO ENHANCE RETURN AND DRIVE CASH FLOW-DRIVEN RESULTS

The Global Alpha Income Strategy is designed to actively build a quality stock portfolio while using options to generate cash flow. As a whole, this strategy accomplishes several goals for investors. It is a nimble but disciplined approach that features stellar companies, strong diversification, and the ability to rebalance accounts with lower expenses.

This innovative fund approach breaks out of the buy-and-hold equity portfolio models that often show lackluster performance in the best of markets and underperforms during corrections and bear markets. We employ a buy-write (aka “covered call”) strategy, which generates income (or premium), on stock and ETF options. This options component increases cash flow and accelerates the compounding effect, yet by choosing equity index ETFs, it helps reduce exposure during market downturns.

Global Alpha Balanced Strategy

This strategy which employs the same buy write discipline as the Global Alpha Income Strategy but with an added strategic and tactically managed fixed income portfolio. A new take on the traditional 60:40 allocation.

IN SHORT:  EVERYTHING IN GLOBAL ALPHA BUT WITH A TACTICAL AND STRATEGIC FIXED INCOME PORTFOLIO

Equity Strategies

Fixed Income Strategies

Municipal
Bond Strategy

Audent’s Municipal Bond Strategy seeks to maximize tax efficiency through opportunistic portfolio management while preserving principal through practical portfolio structuring. We actively manage investment grade portfolios with a diversified blend of issuers, sectors, and maturities aimed at delivering consistent, risk-adjusted returns with an emphasis on tax-efficient cashflows.

01
Investment Philosophy
  • After-tax total return orientation focusing on preservation of principal, liquidity and income
  • Identify the sweet spot on the yield curve and structure maturities accordingly
  • Active management includes forecasting the long-term direction of interest rates and municipal credit spreads
  • Anticipate change and capitalize on it
Investment Process
  • Team approach
  • Custom tailored, state-specific and national portfolios
  • Actively managed
  • Analyze yield curve to identify optimal maturities
  • Diversified by sector, municipality and maturity
  • Monitor and maintain investment grade credit quality
  • After-tax total return focus

Taxable
Bond Strategy

Audent’s Taxable Bond Strategy seeks to achieve above average total returns with an emphasis on preservation of capital and consistent cash flow. We utilize investment grade fixed income securities and shift across bond sectors based on changing market conditions. Our fundamental credit research and active portfolio management process have provided consistent and attractive risk adjusted returns.

02
Investment Philosophy
  • Total return orientation focusing on preservation of principal, liquidity and income
  • Identify the sweet spot on the yield curve and structure maturities accordingly
  • Active management includes forecasting the long-term direction of interest rates and credit spreads
  • Anticipate change and capitalize on it
Investment Process
  • Team approach
  • Custom tailored
  • Actively managed
  • Analyze yield curve to identify optimal maturities
  • Diversified by sector, industry and company
  • Monitor and maintain investment grade credit quality
  • Total return focus

Enhanced
Cash Strategy

Audent’s Enhanced Cash Strategy seeks to provide excess returns above those offered by cash equivalents, while focusing on capital preservation and liquidity. The strategy invests in ultra-short duration investment grade bonds. Our custom approach opportunistically utilizes tax-advantaged municipal bonds to enhance overall after-tax returns when appropriate.

03
Investment Philosophy
  • Focus on the preservation of capital and liquidity
  • Achieve incremental yield while maintaining strong risk controls
  • Adhere to a disciplined investment process
  • On-going buy-sell discipline
  • Anticipate and capitalize on change
Investment Process
  • Team-based approach
  • Custom-tailored, client-driven solution
  • Actively manage 25-30 bond positions
  • Analyze the short end of the yield curve to identify optimal maturities
  • Diversified by sector, industry, company, and municipality
  • Monitor and maintain a high-level of credit quality
  • Tax-efficient focus

Fixed Income
Opportunity Strategy

Audent’s Fixed-Income Opportunity Strategy’s primary goal is to generate a high level of current income with a secondary focus on long-term capital appreciation. We utilize higher yielding fixed income securities and shift among various types of fixed-income securities based on changing market conditions. We actively manage risk and reward and can respond quickly to market movements. We utilize interest rate hedges to limit duration risk.

04
Investment Philosophy
  • Focus on the BB to BBB segment of the ratings scale to capture unique return opportunities
  • Credit research adds value
  • Utilize TRUST and Convertible Preferreds opportunistically
  • Actively reduce interest rate risk via interest rate hedges
  • Anticipate change and capitalize on it
Investment Process
    • Performance driven: income generation / total return focus
    • Team approach
    • Actively managed
    • Duration management: short & long interest rate hedge
    • Diversified by sector, industry, company and bond type
    • Monitor and maintain BB to BBB average credit quality
    • Analyze yield curve to identify optimal maturities
    • Corporate credit research identifies upgrade / spread tightening opportunities

We invite you to contact us

Audent Family Wealth Advisor

t: 310-388-0018

Audent Capital Partners

t: 310-388-0018

Audent Global Asset Management

t: 310-388-3818

Terms Of Use

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