Portfolios

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

Clean Energy

The Clean Energy Portfolio invests in companies that produce energy without using fossil fuels or that help to reduce the demand for fossil fuels. As this is already a very speculative industry, our goal is not to make it worse. We avoid technologies unlikely to become economically viable and try to avoid investing in promising new technologies until they've been commercialized and orders have been received. 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 that produces competitive total returns. The high current yield of 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 to be currently undervalued and have the potential for long-term capital appreciation. Small-cap value companies have produced the highest returns of any segment of the stock market since 1928 with a risk profile that many investors can tolerate. More