Unquestionably Secular Trend: CT Capital Unveils New Portfolio
CT Capital today introduced a new portfolio strategy—the only one in existence–using our proprietary and most comprehensive cash flow and credit worksheets based on 50 years in all phases of finance—to an exclusive portfolio in which all firms are fully capable of taking advantage of the declining trend and aging of the world’s population.
Currently, lower inflation-adjusted interest rates have provided a large boost to valuation multiples, as firms can earn a lower cash yield to maintain a constant spread with the cost of equity.
Unfortunately, interest rates eventually rise, and therefore, secular trends are a more powerful long-term contributor to the investment performance of firms and their investors.
It is a diversified portfolio in which the firms are able to overcome not only the population trend, which is further impacting consumer spending, such as housing but also VP Harris’s higher proposed tax rate.
Please get in touch with CT Capital for complete details of this institutional portfolio ($10M minimum)
