Products

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Our Equity Product Suite

Hanseatic’s products or investment composites include the following:

All Cap Growth

  • Designed to outperform Russell 3000 Growth Index

All Cap Growth Concentrated

  • Concentrated portfolio (~20 stocks) designed to outperform Russell 3000 Growth Index

All Cap Tax Efficient

  • Concentrated portfolio (~30 stocks) designed to outperform the SPDR S&P 500 ETF (SPY) while maximizing short term capital losses and long term capital gains with lower turnover

Latin America

  • Designed to outperform Russell Latin America Index

Growth & Income

  • Moderately conservative equity strategy designed to perform similar to S&P 500 Total Return Index

Repeatable

Hanseatic’s investment approach is applicable and repeatable across market conditions, sectors and geographies, allowing the team to efficiently and effectively construct and manage a mix of long-only equity products. For individual investors, capital preservation can be equally important. Hanseatic applies a matrix of capital preservation tools to guide the investment decision making, in a disciplined way, to maximize the long term overall return to risk profile.