Adding "satellite" positions

Claymore Investments, Inc. 15 May, 2010 | 4:35AM

The "satellite" allocation is usually focused on more niche sectors, themes or opportunities, and make up a smaller component of the portfolio. Satellite allocations can be used to complement the more broad core allocations. It may be focused on specific sectors, growth opportunities, increased safety, specific styles like value or growth, different asset classes and even different investment vehicles. The satellite allocation typically adds diversification or exposure to themes and potential opportunities not captured within the core allocation. Some examples of satellite themes are:

  • Overweighting to a sector you find attractive, for example energy, agriculture or financials;

  • Overweighting to a country you find attractive,

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Claymore Investments, Inc.

Claymore Investments, Inc.  

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