Asset Management
Investment Philosophy
The essence of investment management is the management of risks, not the management of returns. – Benjamin Graham
Cypress Capital is committed to providing prudent stewardship in managing financial assets. The firm’s primary focus is to improve risk-adjusted returns by managing risk and avoiding permanent loss of capital. Cypress is frugal and disciplined in its belief that risk assets aren’t attractive at every price, unlike traditional buy & hold approaches that remain fully invested in all market environments regardless of the risk-reward potential.
Data-driven and informed by history.
Focused on managing risk across the market cycle.
Value sensitive - exposures driven by the margin of safety.
Managing both assets and investor behavior
Portfolio Factsheets
Portfolios are available as separately managed accounts, model delivery, or through direct investment with Cypress Capital.
Equity Income
Select Dividend
Multi-Asset
Global Allocation
Multi-Asset
Global Equity & Income
Absolute Return
Asset Neutral
Income
Strategic Income
Equity
US Opportunity
GIPS Presentations
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