Overview
Important: Please read the factsheets in full for complete disclosure.
Strategies shown below are for those with over $0.25mn in assets. For a full list of strategy history please contact tom@fairweatherinvesting.com
Conservative
Conventional Conservative
The Fair Weather Strategies Conventional Conservative Strategy provides investors with cost-effective exposure to a conventional portfolio mix of asset classes, that on balance, are popular with investors seeking a moderate risk and return profile.
FWS Conventional Conservative Composite Factsheet 4Q 2025.pdf
Bond Yield
The Fair Weather Strategies Bond Yield strategy seeks to provide investment returns that generally meet or exceed the price and yield performance, before expenses and fees of the Barclays U.S. Aggregate Bond Index. The strategy focuses on higher yielding sub-sectors of the fixed income asset class. The strategy can at times invest in both domestic and international bonds.
Moderate
Conventional Aggressive
The Fair Weather Strategies Conventional Aggressive Strategy provides investors with cost-effective exposure to a conventional portfolio mix of asset classes, that on balance, are popular with investors seeking growth.
Opportunistic Value – Hedged (Accredited Investors Only)
The Fair Weather Strategies Opportunistic Value Equity – Hedged strategy seeks to correlate it’s holdings relatively closely with the Fair Weather Strategies’ Opportunistic Value strategy, while also seeking to provide some downside protection via the use of options.
FWS Opportunistic Value – Hedged Composite Factsheet 4Q 2025.pdf
Aggressive
Stalwarts
The Fair Weather Strategies Stalwarts Strategy seeks to outperform the S&P 500® Total Return Index on a risk-adjusted basis over the long-term. The strategy seeks superior risk-adjusted returns by investing in low beta stocks that when added to the portfolio are close to their 52 week high.
Opportunistic Value
The Fair Weather Strategies Opportunistic Value Equity strategy seeks to outperform it’s benchmark over the long-term. The strategy seeks superior returns by investing in a concentrated portfolio of a small number of stocks that, at time of addition to the portfolio, are relatively cheap on conventional value metrics, have solid balance sheets and display relatively high price momentum. The strategy skews towards Mid Capitalization US stocks.