Introduction
Investment Process
Portfolio Design Process
Chinook Core Equities
Mutual Fund Selection

Investment Process
 

Chinook Capital Management LLC utilizes a flexible investment management approach founded in fundamental valuation principles and diversification.  We invest in individual stock and bond positions as well as in outside investment funds. 

Our investment process can be broken into the following elements:

  • Asset Allocation  -  Based upon client circumstances, we design an allocation among asset classes and investment styles which best reflects the clients’ risk / reward characteristics.

  • “Core” conservative growth / value equities  -  Large cap and mid-cap individual stock investments in quality companies that our research show to be reasonably-valued.

  • Outside investment manager selection  -  Rigorous research and monitoring to ensure that our managers are the best available within each asset class and that they remain loyal to their respective investment styles.

  • “Emerging Growth” equities  -  Our small cap individual stock portfolio focused on growth companies which combine solid fundamentals with near-term price catalysts.

  • Fixed Income  -  Investment fund manager selection combined with the capability to invest in individual issues.

 

©2008 Chinook Capital Management,LLC


 

 
  Home    Login