Building a portfolio around the Larsen Group Asset Management Program
Several successful investors have adopted a core/satellite approach to portfolio construction. This approach provides a solid framework for implementing an asset allocation model. To help protect investors during market downturns, while participating in positive markets, they may consider establishing a core portfolio that is highly diversified among asset classes, market capitalizations and regions. Furthermore, investors can enhance and customize their core portfolios by adding shorter-term, tactical, “satellite” investments, which are designed to opportunistically take advantage of market trends or special investment situations.