Bluestone Capital Management
Differentiated Alpha.

Bluestone

Elite Strategy

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OBJECTIVE
Improve the risk-adjusted return of a traditional all equity portfolio over the course of a full market cycle utilizing tactical asset management.

INVESTMENT STRATEGY
The strategy utilizes equities and equity index/ETF securities to capture opportunities across assets, countries and sectors. The adaptive nature of the strategy enables Bluestone Elite to also employ fixed income instruments for the purposes of capital preservation. We employ a top-down approach to identify sectors that we believe will produce strong or weak relative performance to the overall market and makes investments to capitalize on these market opinions. When we deem it appropriate to position the portfolio defensively, this strategy considers cash to be an asset class and will allocate a significant percentage to cash and cash equivalents.

PORTFOLIO MANAGERS
Brian C. Shevland

FACT SHEET