⌟ Mutual Funds
Mutual funds represent a beneficial method of investment diversification without having to examine and handle specific stocks, seeking a spectrum of securities that reflect the risk level that an investor is satisfied with.
Investing in a mutual fund has an added advantage compared to trading solitary stocks. Given the fact that a single mutual fund can invest in hundreds of securities simultaneously, if one security happens to perform under par the rest of the securities in that portfolio will help counterbalance the risk.
Heritage. Since its inception, William Paulstern has provided equity solutions to an extensive range of institutional investors ranging from corporate and public retirement plans to endowments.
Dilligent risk control. We employ a company-wide approach with a common channel of communication in order to uncover, monitor and reduce factors that determine risks.
Wealth of information. William Paulstern’s in-house market analysts and portfolio managers engage in cross-disciplinary dialogue between various teams of asset specialists to ensure that our equity strategies are leveraged to their maximum value-generating potential.
This strategy allows us to generate value by enabling us to perform in a competitive, yet professional and transparent way.