Results: Measurable Growth Through Resourceful Thinking
Strong results are born of a strong foundation. To this end, the Seamans portfolio of products has one overarching mandate — to find investments that can or will generate rising levels of free sustainable cash flow and positive, long-term returns. To meet this mandate, we design each product with a distinct and discrete investment objective and income goal, and we draw on our global network’s extraordinary depth of market knowledge to help us anticipate and respond to shifting economic conditions as they occur—keeping our clients and investments aligned.
Our focus is well-defined and our strategies have been successfully implemented over time. Our goal isn’t to be first in a sector, but to position ourselves advantageously in order to reap the benefits from rapid growth.
We understand our market at the most granular level, and we analyze the individual businesses that compose each sector to determine the best opportunities for our clients.
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Knowledge: Our Foundation for Success
Some investment advisors know a little something about everything. Others are experts on very particular topics. At Seamans, we focus on knowing as much as we can about the world we live in—and what it takes to keep it running. That is our expertise. Seamans specializes in identifying select sectors with high future-relevance potential including essential services and essential technologies which make our personal or business lives more efficient and effective. We combine the judgement of our experienced leadership and talented employees with the insights of an expansive network of seasoned entrepreneurs, founders, and investors—and leverage the outcome to provide our clients with a thoughtful, nuanced plan to achieve their goals.
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Judgment: Guidance for the Road Ahead
At Seamans Holdings, sound judgment is more than a thought process—it’s a philosophy that guides our every action, because we understand the trust our clients place in us as we manage and guide their investments over time. We draw on comprehensive research, strong strategic frameworks, execution skills, and decades of experience and accumulated wisdom to make sure our approach is strong, sustainable, and appropriate for each investor’s specific ambitions. Our clients’ faith in this approach is what has created the many long-standing and mutually rewarding relationships we’ve experienced over the years, and it’s what empowers and reinforces our commitment to this approach.
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Top Down, Bottom Up: We Do Both
Top-down investment advisors synthesize the interaction of geopolitical developments, regional growth differentials, global money flows, and valuations of global equities, bonds, and commodities. Bottom-up advisors deeply study specific companies and sectors. At Seamans, we do both. For over three decades, our investment team has conducted primary research on both the macro and micro level. A broad network of external experts augments the knowledge of our core team of professionals, allowing us to flexibly adapt in a world of continuous change. Our firm has extensive expertise in metals and energy resources as well as essential technologies and services — both top-down and bottom-up.