David Marra, Chief Investment Officer and Co-Founder of Markin Asset Management, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss investing with a focus on capital preservation.
Markin Asset Management seeks to protect the capital invested by high net worth and family office clients while providing alpha in a diversified way. Strategies offered include equity, hedge, and retirement. Investors can choose to add options hedges to the total return income strategies, seeking to minimize the potential of large losses. Multi-asset strategies provide diversification and low correlations in down markets. Markin’s clients have come to expect the firm’s consistent investment strategy with a stable return distribution.
Marra notes that investors are concerned about a highly concentrated market trading at new highs. Markin’s diversified strategies offer an alternative to the concentrated nature of today’s equity indices. History suggests that markets with high returns over several years are often followed by years with higher volatility and lower returns. Increasing levels of global sovereign debt also point to potential market volatility, which explains the strong demand for gold as a safe-haven asset.
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