Portfolios

The following are open to new investors and don’t necessarily represent all the portfolios currently managed by Odyssey Advisors:

Clean Energy

In only its second full year, the Odyssey Clean Energy Portfolio was the top performing professionally managed equity portfolio in the largest database of investment managers in the U.S. in 2007. The Clean Energy Portfolio invests in companies that produce energy without using fossil fuels. As this is already a very speculative industry, our goal is not to make it worse. More

Diversified Equity

The Diversified Equity Portfolio invests primarily for capital appreciation in growing industries and for high and growing income in mature industries. Our goal is to use income stocks to reduce the volatility of growth stocks and produce an overall portfolio with volatility that’s about average. The income producing segment of this portfolio is designed to provide a cushion in declining markets while the more rapidly growing companies are expected to boost returns in rising markets. More

Equity Income

The Equity Income Portfolio is designed to produce as much income as possible in a diversified equity portfolio, produce an increasing stream of income through dividend increases, and create a portfolio with below average volatility that produces competitive total returns. This portfolio allows foundations, endowments, and retirement plans to meet realistic actuarial assumptions without relying on capital appreciation in the stock market. More

Equity Value

The Equity Value Portfolio invests in small cap companies that appear undervalued and have the potential for long-term capital appreciation. Small cap value stocks have shown the highest returns in the U.S. equity market over long time periods with a risk profile that many investors can tolerate. In addition, we do our best to take risk control a step further by limiting exposure to the more volatile segments of the equity market. More