Portfolio Management Quotes

“Nature is great at hedging investments. Nature doesn’t hedge by betting for and against the same things. Nature hedges by cultivating resilience.”
― Hendrith Smith

“The wise study the numbers and their ways. The wise count their movements and their stays.”
― Hendrith Vanlon Smith Jr, The Wealth Reference Guide: An American Classic

“I try to be a good investment to God. All the good things he’s given me, I aim to multiply and return to him and his purposes a maximum ROI. I’m just a tree in his fruit garden aiming to produce good fruit.”
― Hendrith Vanlon Smith Jr, CEO of Mayflower-Plymouth

“A portfolio that exists in service to God is a portfolio blessed by God.”
― Hendrith Vanlon Smith Jr, CEO of Mayflower-Plymouth

“We believe in active portfolio management but not aggressive portfolio management.”
― Hendrith Vanlon Smith Jr

“Managing a portfolio is like managing a garden. You don’t just want different kinds of plants in your garden. You want those different plants to have synergy and to work together harmoniously to maximize productivity. In the same way, when different elements in the portfolio have synergy and work together to help each other maximize individual productivity, their collective yields can then be reinvested to maximize the productivity of the whole portfolio. There’s a compounding effect and a multiplicative value effect that takes place with the permaculture investing approach.”
― Hendrith Vanlon Smith Jr, CEO of Mayflower-Plymouth

“Portfolio resilience protects assets from loss.”
― Hendrith Vanlon Smith Jr, CEO of Mayflower-Plymouth

“One reason nature is efficient is because there is no waste. Everything produced creates value for others and is consumed by others on the basis of value. What one life may discard as not valuable is consumed by another life because of its valuable. And all things produced and consumed are continually upcycled, becoming more valuable each cycle. Perhaps it’s because nature has a capital-centric view of things; everything in nature is capital and produces capital which to varying degrees provides value to all other things in nature. Imagine if economies worked like this. Imagine if investment portfolios worked like this. Imagine if businesses worked like this. What a beautiful world it would be.”
― Hendrith Vanlon Smith Jr, CEO of Mayflower-Plymouth

“One way to improve efficiency is to streamline processes according to schedules, required inputs and expected outputs.”
― Hendrith Vanlon Smith Jr

“Everyone knows about market risk and management risk. But there are a variety of non obvious risks to consider when managing a portfolio of investments. They include political risk, share premiums and discounts risk, Interest Rate risk, Income Risk, Tax law changes risk, valuation risk, and liquidity risk, among others. This is why professional active portfolio management is the way to go.”
― Hendrith Vanlon Smith Jr, CEO of Mayflower-Plymouth

“At Mayflower-Plymouth, we analyze global markets, analyze businesses and employ a range of strategies that emulate natural ecosystems to deliver holistic and industry-consistent investment returns. Our approach emphasizes preservation, steady compounding growth and steady returns for our capital partners and clients.”
― Hendrith Vanlon Smith Jr, CEO of Mayflower-Plymouth

“At Mayflower-Plymouth, we view a portfolio as an ecosystem.”
― Hendrith Vanlon Smith Jr, CEO of Mayflower-Plymouth

“In nature, capital is never stagnant. Capital exists in service to life - at all times.”
― Hendrith Vanlon Smith Jr, Investing, The Permaculture Way: Mayflower-Plymouth's 12 Principles of Permaculture Investing

“To acquire an asset at greater cost than value is simply unwise.”
― Hendrith Vanlon Smith Jr, Investing, The Permaculture Way: Mayflower-Plymouth's 12 Principles of Permaculture Investing

“Nature was a quant way before all of these MBAs and Economists were quants. I respect MBAs, and I respect economists. I just happen to respect nature more.”
― Hendrith Vanlon Smith Jr, CEO of Mayflower-Plymouth

“Nature ensures efficiency through self-sustaining systems. Businesses should do the same.”
― Hendrith Vanlon Smith Jr

“Jesus taught us to be good stewards of capital.”
― Hendrith Vanlon Smith Jr, 4 Business Lessons From Jesus: A businessmans interpretation of Jesus' teachings, applied in a business context.

“We believe that the capital in our portfolio should be a platform for utility and a facilitator of life.”
― Hendrith Vanlon Smith Jr, Investing, The Permaculture Way: Mayflower-Plymouth's 12 Principles of Permaculture Investing

“We believe that active management and passive management are not necessarily contradictory ideas.”
― Hendrith Vanlon Smith Jr, Investing, The Permaculture Way: Mayflower-Plymouth's 12 Principles of Permaculture Investing

“Business will forever be a platform for people to exchange value. People are largely unpredictable, and value is largely subjective. This is the space where humans will always outperform AI – the space where active management will always be necessary.”
― Hendrith Vanlon Smith Jr, Investing, The Permaculture Way: Mayflower-Plymouth's 12 Principles of Permaculture Investing

“We believe that capital must be cared for – stewarded.”
― Hendrith Vanlon Smith Jr, Investing, The Permaculture Way: Mayflower-Plymouth's 12 Principles of Permaculture Investing

“All stakeholders should benefit from the capital we allocate in our portfolio, on a net value add basis.”
― Hendrith Vanlon Smith Jr, Investing, The Permaculture Way: Mayflower-Plymouth's 12 Principles of Permaculture Investing

“Being net value adders puts us better positioned for long-term growth and longevity – because in the long term, capital flows to net value adders.”
― Hendrith Vanlon Smith Jr, Investing, The Permaculture Way: Mayflower-Plymouth's 12 Principles of Permaculture Investing

“Since business is an exchange of value, with the greatest profits afforded to the businesses that add the most value most additionally – being a net value adder positions us to achieve the greatest ROI.”
― Hendrith Vanlon Smith Jr, Investing, The Permaculture Way: Mayflower-Plymouth's 12 Principles of Permaculture Investing

“It is imperative to acquire assets at a financial cost that is less than their value. Timing the purchase based on changes in the marketplace or other factors may present great opportunity to widen the margin between cost and value.”
― Hendrith Vanlon Smith Jr, Investing, The Permaculture Way: Mayflower-Plymouth's 12 Principles of Permaculture Investing

“I believe when using leverage, the following four conditions must be met. 1. Leverage must be in the general direction of a secular trend. 2. Leverage should never expire. 3. Leveraged positions should not be subject to forced sell. 4. The maximum possible loss should not be more than the invested capital.”
― Naved Abdali

“All of life is Capital stewarded by God. And he allows us to steward some of it according to his purposes. And the more we model him in our stewardship, the more he seems to allow us to steward.”
― Hendrith Vanlon Smith Jr, CEO of Mayflower-Plymouth

“Here is the key point: Once you have determined how many projects you can support, and what mix of projects you need to support your strategy, similar projects must compete against other similar projects for budget and staff for the resources dedicated to that category of project. Let’s say that you have decided to allocate 20 percent of your available resources to positioning options. Any new candidate for getting resources that is a positioning option should compete for that 20 percent against all the other positioning projects. They shouldn’t compete against other kinds of options or against platform or enhancement launches. This ensures that you will pick only the very best positioning options for your portfolio. What’s more important, it gets you out of the constant tug-of-war between short-term and long-term projects. The strategic choice is how many of your resources you will put into each category. Then within each category, the very best projects should compete against one another for consideration.”
― Rita Gunther McGrath, The Entrepreneurial Mindset: Strategies for Continuously Creating Opportunity in an Age of Uncertainty

“Be it life or portfolio, both are stories of volatility, diversity, adaptability & growth!”
― P. Anshu

“Use active trading, bottom up and constrained strategies”
― David Sikhosana , Change and Power