Investment Management - Towson, Maryland, United States
Our firm manages a concentrated (typically 20-35 stocks), all-capitalization portfolio of stocks that derives a significant majority of its value add or alpha from mid-and smaller-cap stocks. The strategy's style is inherently value biased. Still, it can be construed as "core" or "blend" because our definition of value is dependent on a stock's purchase at a price below our calculation of intrinsic value (as opposed to other relative value-based investment methodologies).The content presented herein contains the opinions of Belleros Capital Management, a DBA of Partnership Wealth Management, LLC. Partnership Wealth Management, LLC is a registered investment advisor. This information should not be relied upon for tax purposes and is based upon sources believed to be reliable. No guarantee is made to the completeness or accuracy of this information. Belleros Capital Management shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, the information, data, analyses or opinions contained herein or their use, which do not constitute investment advice, are provided as of the date written, are provided solely for informational purposes, and therefore are not an offer to buy or sell a security. Investments in securities are subject to investment risk, including possible loss of principal. Prices of securities may fluctuate from time to time and may even become valueless. This information has not been tailored to suit any individual.
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