Newhaven’s portfolio managers take a fundamental approach to the investment process. Valuation, risk, and diversification are the three key parameters the Firm considers in making investment decisions.
The Firm manages a broad range of disciplined investment strategies covering equities and fixed income, including a range of index fund strategies (portfolios of ETFs) and a highly concentrated opportunistic strategy (Learn more about our Investment Strategies).
Index Fund Strategies (Portfolios of ETFs)
Opportunistic Accounts
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