Leslie H. Beck

SHGA manages a number of investment strategies across the risk-reward spectrum spanning from pure capital preservation to pure growth. Their approach involves a thoughtful, long-term view based on fundamental research. The firm’s team of portfolio managers take a disciplined, customized approach to constructing portfolios and optimizing them over time. SHGA’s core philosophic beliefs are predicated on the well-established concept that asset allocation is the primary driver of long-term returns. The firm has a broad mandate to invest around the globe and across asset classes. Their approach is a combination of top-down and bottom-up analysis.

Woodside selects investments from a number of different asset classes. Equity securities are of domestic and foreign corporations, held for growth of principal and income. Fixed-income investments are in high quality, short- and intermediate-term debt instruments and other interest-sensitive securities held as liquid reserves, to profit from declining interest rates, provide current income and as a hedge against deflation. The firm may also invest in natural resources, REITs, venture capital and special situations.