Philadelphia Investment Partners

PIP Dynamic Growth

Managed by Philadelphia Investment Partners
Proprietary asset allocation

For managed account portfolios, PIP utilizes proprietary asset allocation models based upon predetermined investment objectives and risk tolerance levels in the management of client assets.  These models incorporate both equity and fixed income securities for sector diversification. For equities, these sectors are further broken down by market capitalization and area of focus. For fixed income, these sectors are further broken down by maturity of issues, credit quality of the underlying and collateral backing the issue. The common theme of all the models is to generate favorable risk-adjusted returns.

Portfolio risk score
Strategy ETFs / Funds
Management fee 0.80%
Min investment $500
Performance
Commentary

Performance

Last 30 days 13.8%
Last 90 days 13.5%
Last 365 days -11.2%
Since inception (annualized) 5.2%
2022 (YTD) -13.3%
2021 16.1%
2020 8.4%
2019 28.0%

Risk metrics (last 365 days)

Volatility 25.3%
Sharpe ratio -0.55
Sortino ratio -0.79
Maximum drawdown -31.2%
Value-at-risk (95%, 1 week) -5.9%

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Portfolio information

Research

Our style for investment research is one taking a macro view of the investing environment, determining where we need to be and to what extent. From there, we incorporate fundamental and bottom-up analysis for investment selection. For portfolio construction, we incorporate our findings into our proprietary asset allocation models. Portfolio rebalancing and modifications are performed on macro, sector and an investment specific basis.

Approach

Our approach is to incorporate fundamental, bottom-up investment selection with the pillars of Modern Portfolio Theory seeking to create uniquely diversified, value-add asset allocation models that produce favorable risk adjusted returns to the investor.

Sell discipline

In determining the liquidation of a position in the portfolio, the following non-exclusive criteria will be used: Perceived Value (is the position still considered to be a value) – if there is no perceived value then the position will be liquidated; Overweight in the portfolio (due to price appreciation of the position or price deprecation of the other portfolio positions) – if the position has achieved an overweight position due to portfolio moves then the position will be modified to bring the position back into a more appropriate portfolio weighting; Sector Modification – if a current portfolio sector is in our view no longer providing a value-add to the portfolio then the sector and its components will be liquidated.

Philadelphia Investment Partners

About Philadelphia Investment Partners

Philadelphia Investment Partners, LLC (“PIP”) is an SEC-registered investment advisory firm that manages capital for individual and institutional investors.

The firm’s Head Portfolio Manager and CIO, Peter C. Zeuli, CFA has over 25 years of investment experience. He has organized various hedge funds with multiple strategies. In addition, he organized and managed a 40 Act global long/short mutual fund for PIP.

PIP’s goal is to deliver favorable, value-added investment returns based upon an investor’s investment objective and risk tolerance level.

Disclosures

Past performance is no guarantee of future results, and all investments, including those in this portfolio, involve the risk of loss, including loss of principal and a reduction in earnings.

This portfolio was launched on Interactive Advisors on May 29, 2018, when clients were able to start investing in it. All performance information on this page is actual performance of the Portfolio Manager’s account and presented “net of fees”. The actual performance chart is provided for informational purposes only, and should not be used as the basis for making an investment decision. Actual client returns will differ. All Portfolio Manager information including personal data, profiles, and strategies has been provided by the Portfolio Manager. Interactive Advisors makes no representation or warranty of its accuracy, completeness or relevance and it does not represent the opinions of Interactive Advisors.

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