Investing Strategy | Leeb Capital Management Investment Adviser NYC

Global Infrastructure

There's a compelling need for infrastructure of all types in both the developed and developing world, infrastructure that includes the rehabilitation of existing systems, as well as building new infrastructure systems for alternative energy, smart grids, and healthcare systems.

Macro-Economic Sector Analysis

The Leeb Capital Management Investment Adviser Large Cap Growth Portfolio strategy combines a disciplined “top-down” analysis with a detailed fundamental “bottom-up” security selection process. LCM’s top-down analysis aims to identify macroeconomic trends representing growth opportunities in the global economy. Macro analysis helps to determine our internal growth rates for sectors and the companies within them. Various data sources are used to establish relative value expectations of growth sectors that are likely to benefit from these broad themes and outperform over the next 12 to 24 months. Growth sectors have higher potential revenue and profit growth than the U.S. economy.

Developing Economies

The emergence of the growing economies of China and India as well as the rest of the developing world. Currently, the economies of the developing world are nearly equal to that of the developed world, and will soon surpass it. Rising populations and incomes (roughly 40% of the developing world currently lives on less than $2 a day) will have implications for US multinationals that can use their dominance in developed markets to enlarge their footprints in areas of higher economic growth (this includes consumer staples and technology companies).

Demographics

The wide age demographic of the American population presents various investment opportunities in the healthcare arena. Further, overall world population growth strains the global food supply and relates to opportunities in the materials sector, such as fertilizer stocks. This extends further to energy, water, and other materials when the full food production process is taken into account.

Resource & Inflation Concerns

The likelihood of rising inflation in the years ahead makes economic growth a necessity. Higher resource prices will be a major contributor. Unprecedented levels of money will supply growth as huge economic stimulus flows through the economy with a multiplier effect. Conventional fuel shortages will not be an isolated problem as there are multiple materials involved in its extraction and production, creating strained supply/demand relationships. Building the infrastructure for sustainable renewable energy sources will take tremendous energy to produce essential commodities.

Investment Strategy Communicated With Transparency

Leeb Capital Management Investment Adviser provides quality investment management services to individuals and institutions. Our steadfast track record began in 1999, with macro “thought leadership” and diligent research wisely guiding our investment portfolio management.

Communication is the key to successful client relationships.

Every client is held in the highest regard and investment portfolios are tailored to meet each client’s investment objectives.

Feel free to request a portfolio review to discuss performance.

Large Cap Growth

Large Cap Growth Portfolio strategy combines a disciplined top-down analysis with a detailed bottom-up security selection process.

Income & Growth

Income & Growth Portfolio strategy is based on generating income & long-term capital appreciation, holding positions for maximum gain.

Resource & Energy

The Peak Resources & Energy Portfolio strategy centers on our research that we are amidst of an era of global resource and energy shortages.

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