The Narwhal Philosophy
Our Investment Philosophy
The Narwhal investment philosophy is an extension of our foundational beliefs about man and the markets, and the interaction between human nature, hope, fear and greed.
Out of these beliefs comes the Narwhal approach: listen to the client, research sectors that present the most potential for growth, plan the investment strategy, and deliver results.
Our balanced and consistent investment strategy contains no self-promoting or deceptive numbering.
Our Strategy
There’s the bull, the bear – and then there’s the narwhal. A curious, elusive creature, often referred to as the “unicorn of the sea,” this long-toothed whale is legendary for its ability to survive. It moves beneath the fluctuating waves and currents to emerge unscathed from storms.
Much like our namesake, Narwhal Capital Management is “An Uncommon Find,” in terms of both its effectiveness and its strategy. For the last 16 years, we have used an elegantly simple approach: buy and hold undervalued Stocks while balancing out the portfolio with Bonds and Cash.
The company’s Moderate Balanced Composite – a target asset allocation of 60 percent equity, 30 percent fixed income and 10 percent cash – consistently delivers performance with significantly less volatility than the S&P 500.
The result of our efforts? An 8.14% annualized return over 16 years (disclosures).
Our Pledge
We manage portfolios with wisdom, diligence, honesty and loyalty to provide our clients with unmatched financial security, diversification and growth.
