Sungarden Investment Research

At Sungarden® we are hedged investors, but not a hedge fund. Using a variety of tools, we prioritize the management of volatility.

We run distinct investment strategies, each with a different primary objective:

• Capital Preservation
• Cash Flow
• Long-Term Growth

Our strategies are comprised of individual stocks, supplemented with a small number of specialized ETFs (Exchange-Traded Funds) and/or mutual funds to complete the portfolio.