Somerston Asset Management Limited’s Post

A comment on earning season and the effects on two of our portfolios: We have now reached the end of the Q2 earnings season for the Somerston Core Equity fund and the Somerston Technology fund. https://lnkd.in/eAqrSjkB 📈 On an aggregate basis, the Technology fund https://lnkd.in/e2czucVm saw revenue growth of 52.8% year-over-year 🚀. The fund’s top two positions, Nvidia and Amazon, contributed 21.0% of the fund’s total growth 💪. 87.5% of investments in the fund beat revenue expectations (compared to Bloomberg consensus) 📊, and the aggregate revenue beat was 2.5%. Market consensus expects the aggregate revenue growth of the fund to be 19.3% over the next 12 months 🔮. 💹 The Core Equity fund https://lnkd.in/ek3ZuxVX grew aggregate adjusted earnings per share (EPS) by 32.0% 💰. All investments that report quarterly adjusted EPS figures beat expectations in the period 🌟. The aggregate adjusted EPS beat was 4.9%. Market consensus expects the aggregate EPS growth of the fund to be 18.1% over the next 12 months 📈. Note: This is not investment advice. Aggregate figures are calculated by weighting each result by percentage weight in the fund. Companies that do not report quarterly EPS figures have been excluded from the calculations. #Somerston #familyOfficePortfolios #Earnings #Growth #SomerstonFunds #Q2Results

Brooklyn Investment Group is excited to expand its partnership with SmartX on the launch of the first Tax-Advantaged Long/Short strategy on the SMArtX platform. Tax-advantaged long-short extensions, such as 130/30 and 150/50, have become a popular tool for advisors to tax-neutrally sell down concentrated positions, to rapidly generate tax losses to help offset a capital gain from a liquidity event, or to accelerate the tax-neutral migration of client assets from one investment model to another. Check out the full press release here: https://lnkd.in/dHGTweVk Also check out our white paper “A Motor for Your Sailboat” to learn more about tax-advantaged long/short strategies: https://lnkd.in/evVC9WzF #assetmanagement #fintech #taxlossharvesting #brooklyninside #ria

Introducing our new Options Strategy Quantitative Portfolio (QP), developed by our quantitative asset management team, QRG, to help advisors and clients manage concentrated stock positions with flexibility. We remain focused on delivering solutions that can be customized to address any number of requirements within an investor's portfolio. This options-based strategy offers personalized tools, such as covered calls, protective puts, and collars, to address tax and market volatility risks while generating new income opportunities. With solutions to offset the risks of concentrated holdings—whether from inherited stock, large company positions, or long-term holdings—this QP equips advisors to navigate unique financial situations confidently. Our Options Strategy QP joins Envestnet's suite of Quantitative Portfolios—including Market Series, Factor-Enhanced, Sustainable, and Fixed Income QPs—combining the potential benefits of beta investing with managed account customization. Each QP empowers advisors to design custom portfolios that align with clients' unique goals and financial needs.

Introducing our new Options Strategy Quantitative Portfolio (QP), developed by our quantitative asset management team, QRG, to help advisors and clients manage concentrated stock positions with flexibility. We remain focused on delivering solutions that can be customized to address any number of requirements within an investor's portfolio. This options-based strategy offers personalized tools, such as covered calls, protective puts, and collars, to address tax and market volatility risks while generating new income opportunities. With solutions to offset the risks of concentrated holdings—whether from inherited stock, large company positions, or long-term holdings—this QP equips advisors to navigate unique financial situations confidently. Our Options Strategy QP joins Envestnet's suite of Quantitative Portfolios—including Market Series, Factor-Enhanced, Sustainable, and Fixed Income QPs—combining the potential benefits of beta investing with managed account customization. Each QP empowers advisors to design custom portfolios that align with clients' unique goals and financial needs.

Introducing our new Options Strategy Quantitative Portfolio (QP), developed by our quantitative asset management team, QRG, to help advisors and clients manage concentrated stock positions with flexibility. We remain focused on delivering solutions that can be customized to address any number of requirements within an investor's portfolio. This options-based strategy offers personalized tools, such as covered calls, protective puts, and collars, to address tax and market volatility risks while generating new income opportunities. With solutions to offset the risks of concentrated holdings—whether from inherited stock, large company positions, or long-term holdings—this QP equips advisors to navigate unique financial situations confidently. Our Options Strategy QP joins Envestnet's suite of Quantitative Portfolios—including Market Series, Factor-Enhanced, Sustainable, and Fixed Income QPs—combining the potential benefits of beta investing with managed account customization. Each QP empowers advisors to design custom portfolios that align with clients' unique goals and financial needs.

Introducing our new Options Strategy Quantitative Portfolio (QP), developed by our quantitative asset management team, QRG, to help advisors and clients manage concentrated stock positions with flexibility. We remain focused on delivering solutions that can be customized to address any number of requirements within an investor's portfolio. This options-based strategy offers personalized tools, such as covered calls, protective puts, and collars, to address tax and market volatility risks while generating new income opportunities. With solutions to offset the risks of concentrated holdings—whether from inherited stock, large company positions, or long-term holdings—this QP equips advisors to navigate unique financial situations confidently. Our Options Strategy QP joins Envestnet's suite of Quantitative Portfolios—including Market Series, Factor-Enhanced, Sustainable, and Fixed Income QPs—combining the potential benefits of beta investing with managed account customization. Each QP empowers advisors to design custom portfolios that align with clients' unique goals and financial needs.

Introducing our new Options Strategy Quantitative Portfolio (QP), developed by our quantitative asset management team, QRG, to help advisors and clients manage concentrated stock positions with flexibility. We remain focused on delivering solutions that can be customized to address any number of requirements within an investor's portfolio. This options-based strategy offers personalized tools, such as covered calls, protective puts, and collars, to address tax and market volatility risks while generating new income opportunities. With solutions to offset the risks of concentrated holdings—whether from inherited stock, large company positions, or long-term holdings—this QP equips advisors to navigate unique financial situations confidently. Our Options Strategy QP joins Envestnet's suite of Quantitative Portfolios—including Market Series, Factor-Enhanced, Sustainable, and Fixed Income QPs—combining the potential benefits of beta investing with managed account customization. Each QP empowers advisors to design custom portfolios that align with clients' unique goals and financial needs.

In a world where collaboration and trust are essential, Aspis Protocol is the answer to a pressing issue: the fragmentation of our global financial systems. Each country has its own regulations, gatekeepers, and trust layers, making cross-border fundraising a complex endeavor. Aspis Protocol is here to break down these barriers and enable international fundraising like never before. Main things you can do with ASPIS: Create tailored Vaults for asset management and treasury management Raise funds for your Vaults on ASPIS Investment Marketplace Manage Vault's assets with the highest level of transparency and investors' control Control Vault's manager’s allowing withdrawals only passed through the voting procedures Manage Portfolios or Index Funds for groups of assets. How Aspis Vaults work: Aspis Vaults serve as an interface for interaction between managers and investors. Here is a step-by-step guide on how the Vault is created: The manager deploys the Vault, where they specify the initial rules of the fund, such as the list of assets they are able to trade and the platforms they will be able to trade on. Investors deposit their funds into the Vault and receive LP tokens, which represent their share in the fund. The manager can manage the capital directly from the Vault via Wallet Connect. Each transaction that the manager triggers from the Vault balance is checked to see if it is according to the contract. Investors can burn their LP tokens to get back their funds and any earnings that have accrued due to the manager's results. At this step, the manager receives their commission. ASPIS allows setting up: Onboarding terms: lockup, deposit range, accepted currencies Collectible fees: performance, management, entrance, exit Controls over manager: what assets on what platforms manager can trade Integrations with major liquidity venues for asset management. Killer features of Vaults built on Aspis protocol: Transparency: treasury, shareholders registry, transaction history, and voting history stored on-chain Safety: all investors receive LP tokens on their deposit representing ownership of part of the Vault capital and corresponding voting power Clear rules for both managers and investors managed on-chain without the need of 3rd party Investors protection: manager is not having direct access to the investors' funds and can not get away with funds without the investor's approval Voting results are irreversibly implemented by smart-contract itself. Conclusion Aspis Vaults are transforming the DeFi space by providing a transparent, secure, easy-to-use, for investors and asset managers to interact. These Vaults eliminate the need for a middleman and provide security to investors by using on-chain Vaults.  Aspis Vaults offer a unique solution to the challenges faced investors. With Aspis Vaults, investors can feel secure that their funds are held in a non-custodial manner, and managers can operate with greater ease and efficiency.

More than 100K advisors will get access to Envestnet, Inc.’s personalized direct indexing tools, now that the wealthtech provider struck an exclusive deal with four mega asset managers: BlackRock, Fidelity, Franklin Templeton and State Street. Here’s more on the deal. #wealthmanagement #fintech #advisors

Introducing our new Options Strategy Quantitative Portfolio (QP), developed by our quantitative asset management team, QRG, to help advisors and clients manage concentrated stock positions with flexibility. We remain focused on delivering solutions that can be customized to address any number of requirements within an investor's portfolio. This options-based strategy offers personalized tools, such as covered calls, protective puts, and collars, to address tax and market volatility risks while generating new income opportunities. https://bit.ly/3YIN6Le With solutions to offset the risks of concentrated holdings—whether from inherited stock, large company positions, or long-term holdings—this QP equips advisors to navigate unique financial situations confidently. Our Options Strategy QP joins Envestnet's suite of Quantitative Portfolios—including Market Series, Factor-Enhanced, Sustainable, and Fixed Income QPs—combining the benefits of beta investing with managed account customization. Each QP empowers advisors to design custom portfolios that align with clients' unique goals and financial needs.