Clients at Piccoli Wealth Management have exclusive access to our Flagship Growth, Dividend, and Fixed Income Models.
Piccoli Wealth Management Flagship Model Portfolio
Investment Philosophy
We believe that to generate long-term returns above the market average, you have to see things differently. We use deep research to uncover what the market may be missing. We’re flexible, humble, and driven by the love of investing.
Investment decisions are guided by a three-pillar approach:
- Fundamental analysis: evaluating company balance sheets, competitive advantages, and management quality.
- Quantitative insights and alternative data: applying models to uncover patterns, correlations, and mispricings that traditional asset managers miss.
- Macro perspectives: positioning according to global economic trends, monetary policy, and market cycles.
Edge & Differentiation
We are different because of our non-traditional path into financial markets. We're able to think outside the box, and that's where we believe benchmark-beating returns come from.
The analyst and portfolio manager have a unique ability to identify behavioral biases, blind spots, and inefficiencies that traditional asset managers and consensus-driven investors often miss.
Our philosophy rooted in constant research, discipline, and humility.
Performance Data Here:
https://woodgundyadvisors.cibc.com/documents/70651/70710/gene-piccoli-flagship-global-equity-en.pdf
