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slides for my talk on creating an investment thesis (April 2016)

We are a private, independent investment management firm focused in the technology sector.

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275 Words


Investment Thesis; ESG; Portfolio Companies;

This should include determination of the
value of each individual portfolio component as at October 6th 2017 and, from this, the
overall value of the portfolio as at October 6th 2017.

JULY 2013 – BSD initiates the systematic Global Technology Hedge Fund investment thesis

Black Swan Dexteritas Inc. is a private, independent investment management firm. We are a registered Investment Fund Manager, Portfolio Manager, Commodity Trading Manager and Exempt Market Dealer with the Ontario Securities Commission.

An Evolving Investment Thesis for ESG | Institutional …

Companies in the Forerunner Portfolio are pioneering the digital commerce revolution

Stocks in Asia mostly saw mixed price action in the last trading day of the week. Tech stocks were very weak in South Korea (Samsung -4.2%, Hynix -2.9%, etc.) and that drove the KOSPI underperformance. The main Eurozone indices all closed lower in the Friday session, with the Stoxx 600 recording its biggest weekly loss since November 2016, mainly driven by banking stocks (led by Deutsche Bank, which was down more than 5%). U.S. indices opened under pressure in sympathy to the disappointing European market declines. A steep sell-off in crypto currencies extended and may have also weighed on equity sentiment. The widely covered backup in global interest rates was reinforced by a quite strong U.S. January jobs report. A 2.9% jump in wages was maybe partially attributed to a one-off, specifically that severe storms on the East Coast during the survey week led some employers to report fewer hours worked by salaried staff and thus, implicitly, higher hourly earnings. Nevertheless, yields moved up, the U.S. dollar firmed, and gold lost ground following the report. U.S. indices remained heavy with key earnings reporters Google, Apple and Visa all moving lower after the bell yesterday. Many pointed to the continuing rise in interest rates while others blamed the political rumblings out of Washington, month end portfolio rebalancing, and the liquidity offered by the heart of Q4 earnings season all as factors inducing a sell off. Even as the stock market selloff accelerated on Friday afternoon, volumes were not particularly robust given the deluge of high profile earnings reports, leading some commentators to speculate that the downdraft was largely a buyers strike from overbought conditions. Many stock indices have traded off about 4% from recent highs and the VIX popped above 17, touching levels not seen in more than a year. For the week the S&P500 dropped 3.9%, the DJIA fell 4.1%, the 50/50 Nasdaq/Russell benchmark sank 3.7%, but the BSD Global Tech Hedge Fund retreated only 1.5% (Thanks, to the short derivatives hedge).

** The benchmark is a blend of 50% Nasdaq Composite Index and 50% Russell 2000 Index. The blended index is chosen as the indices are generally followed as indicators of the performance of technology stocks and growth stocks, and our portfolio has approximately 50% of positions more correlated with the Nasdaq Composite Index, and 50% of positions more correlated with the Russell 2000 Index.

Our (refocused) investment thesis - Version One

and they can be used as a way to manage volatility within an investment portfolio.

We believe superior transparency is the key to showing our conviction and commitment to what we do at Black Swan Dexteritas. We publish a “Weekly Commentary” to our investors to keep them updated on key economic drivers and portfolio related news, and inform of the performance results and holdings held within the fund.

DECEMBER 2012 – Ontario Securities Commission (“OSC”) grants BSD their Investment Fund Manager, Portfolio Manager and Exempt Market Dealer registration

We thesis portfolio are a private equity firm with deep expertise in ..
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Home - The International Investor

The derivatives overlay portion of the portfolio both hedges and leverages our stock portfolio by evaluating macro fundamentals, technicals and capital flow investment changes, and using futures and options on futures in equity indices, ETFs, fixed income products, commodities and currencies, to opportunistically capitalize on these events. The derivatives are positioned to lessen the volatility of our downside risk and complement our long bias mandate.

This 3-Fund Portfolio Clobbers the S&P 500 - Forbes

The technology sector has traditionally served as an essential constituent in any investment portfolio, and we believe that innovation and invention often associated with this sector will ultimately drive the next leg of growth in the stock market. We seek out technology companies that have proprietary technologies which will provide them with the competitive advantage for sustainable growth, and favor companies that have a stellar track record in pushing the frontiers of technology in their respective subsectors. At BSD, we believe buying and holding these companies and are trading at reasonable valuations will maximize our returns and minimize our risks over the long term.

Build Your Own Portfolio - Dividend Stocks Rock

Black Swan Dexteritas Inc. (“BSD”) was founded in 2012 by Kim Bolton and is a technology focused investment management firm. BSD’s objective is to achieve superior performance in the markets by utilizing a bottoms-up approach in finding mispriced stocks within the technology sector and diversifying within various subsectors to minimize risks while maximizing returns. At BSD, we work closely with each client to understand their return and risk objectives, which may span from capital preservation to cash flow generation.

Investment Management Associates, Inc

This portfolio review document is to be completed
based on market and security information as at October 6th 2017, and should include the
following components:
• A summary of the global, economic and industry environments relevant to the equity
market sector generally and the proposed investment strategy and the recommended
investment portfolio structure specifically, if relevant, during the investment period.
• An overall summary of the investment portfolio outcome for the approximate three-month
period from July 10th 2017 to October 6th 2017.

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