Episode 2 – Creating an Actively Managed Portfolio That Outperforms

Making sure your clients see value for the fees you charge is a crucial element of managing an advisory practice. Senior Managing Director Lou Day joins us in this episode to share NS Capital’s philosophy and approach to building an actively managed portfolio that delivers outperformance over time. He also discusses:

How NS Capital defines outperformance 

NS Capital’s approach to building their actively managed portfolio, The Alpha Ring, and why it is different

How NS Capital identifies managers

How NS Capital manages their clients’ expectations

This podcast is for educational purposes only and should not be construed as investment advice. NS Capital performance mentioned during this Podcast has been calculated net of fees, represents an average return over several periods unless otherwise specified, and is not a guarantee or indication of future performance. The views expressed reflect the current views of NS Capital as of the original recording date and may change without notice to the viewer. There is no guarantee that any projection, forecast, or opinion in this material will be realized. All investments involve risk, including risk of total loss, and you should consult with your financial advisor before implementing any investment strategy.  All information is believed to be from reliable sources; however, NS Capital makes no representation as to its completeness or accuracy. NS Capital does not provide tax or legal advice and urges you to consult with your tax advisor or attorney for those specific matters.