During scheduled client review meeting, one of our clients brought new portfolio held at a major Swiss bank. During the review, Toledo Capital observed a high concentration on ‘in-house’ funds which have an overweight of equities and less diversification across various asset classes causing lower performance.
The client was unhappy with the negative returns on his portfolio during last year and was concerned. In a rising interest rate environment and increased geo-political factors, the current portfolio would continue to suffer from volatility & lower returns unless it is restructured.
The client is delighted that Toledo Capital demonstrated 8.4% returns on the hedge funds basket last year (if he had invested on Jan 1, 2022) and already positive performance for year to date in 2023.
The client shared that he has positive experience with his friends and introduced Toledo Capital to his business circle.
