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OUR PORTFOLIOS

Dreyfuss Capital Management seeks to invest in companies that are making the world a better and easier place to live in. For this reason, we have established three core strategies that emphasize ESG and innovation for growth and income focused investors.

 

Our Innovative Growth strategy focuses in three main areas. Our Core segment features large to mega cap companies that have a dominant share of their respective markets and allow people easier access to technology, good and services. Our Value segment seeks balance by investing in companies that have strong recessionary moats. These are typically goods and services that are necessary regardless of market conditions or economic cycles. Our Innovative Growth segment features disruptive companies in the technology, industrial healthcare and energy sectors. Our main differentiator is that our Innovative Growth portfolio can be utilized for the entirety of a client's equity strategy. By utilizing our proprietary trading system, we can hedge clients against the downside risk of high multiple growth companies. Our strategy is active in its approach and balances both buy and hold strategies with active swing trading to accomplish ultimate alpha.

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Our Disruptive Growth strategy focuses specifically on companies seeking to disrupt antiquated business models within four main areas; technology, renewable energy, industrials and transportation. The technology segment can span across platforms such as fintech, biotech, enterprise and cybersecurity to name a few. We believe that digital wallets, gene sequencing and editing and cloud based business integration is key to the next generation economy. The renewable energy segment spans across business that include energy generation for purposes such as generating electricity to replacing fossil fuels. Climate change is threatening the sustainability of our planet. The industrial segment can vary in applications from eliminating waste in manufacturing to desalination and sustainable resources. The Earth contains finite resources to sustain life. Finally, the transportation segment focuses on companies innovating the way people and goods travel. This can span across sectors such as electric vehicles, space transportation and autonomous transportation software and technologies. Together, this creates a well diversified ESG focused disruptive innovation strategy.

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Our Sustainable Income strategies align our sustainable growth mandate with income focused investors. Value traps and exposure to fossil fuels will lead the current income fund landscape to abysmal returns for the objective of achieving yield. Dreyfuss Capital Management believes this is not sustainable. The alternative of buying fixed income exclusively doesn't offer much refuge. The risk reward premium of fixed income at present yields makes areas of fixed income riskier than many technology stocks. We believe that there is a way to achieve yield without compromising on sustainability. We believe that a balance can be found between stability and growth for the purpose of generating sustainable income, and also achieving ultimate alpha. We operate two income strategies; Tax-Aware for taxable accounts and Taxable for retirement accounts.

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