| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WH William Herlihy RESOURCES MANAGEMENT Corp. /CT/ /ADV | 530 | $44,361 | $46,125.9 | $1,764.9 | 3.98% |
| NASDAQ Exchange | US Country |
This company operates a diversified investment fund committed to fostering portfolio growth through varied assets. By integrating common stocks, including securities convertible into common stocks, from both U.S. and international companies, the fund adopts a comprehensive approach to investment. Unique in its disregard for the companies' capitalization, the fund is open to investing in entities of all sizes, ranging from large to small. This flexibility allows for a rich diversity in investment opportunities, ensuring a broad market reach and the potential for robust portfolio performance.
Investments are primarily focused on common stocks and securities that can be converted into common stocks. These assets form the backbone of the fund's investment strategy, providing a solid foundation for growth and diversity within the portfolio.
The fund is distinctive in its lack of preference for the size of the companies it invests in. Whether large, medium, or small, each company is considered on its unique merits, allowing for a wide-ranging investment approach that captures multiple market segments.
Apart from equity investments, the fund allocates resources to various debt instruments, unconstrained by the issuer's credit rating or the debt's maturity period. This strategy enables the fund to tap into different layers of the capital market, balancing its portfolio with a mix of equity and fixed income securities.
For liquidity and short-term income purposes, the fund also engages in investments in short-term debt instruments. This ensures that the fund has adequate liquidity to manage its investments effectively and respond to market opportunities promptly.
In diversifying its investment portfolio, the fund includes assets such as gold and other precious metals. These investments serve as a hedge against inflation and currency devaluation, adding an extra layer of security and diversification to the fund's overall strategy.
The fund extends its engagement with precious metals into the futures markets, investing in futures contracts related to gold and other precious metals. This approach not only leverages the potential for profit in the fluctuating prices of these commodities but also enhances the fund's flexibility in managing its investment risks.