Vista Total Market Equity is our company’s flagship investment product. This strategy will initially be offered via a mutual fund registered by the U.S. Securities Exchange Commission. Technological advances also allow for economically viable distribution channels such as separate managed portfolios for large accounts. This plan also contains details about our investment products. It’s worth mentioning that we are excited about a piece of research that will be published by the Journal of Portfolio Management. It supports our primary product offering. Ennis Knupp, an elite institution investment consulting firm published a study entitled, ‘Failure Of The Multiple-Specialist Strategy. Case for Whole Stock portfolios.’
VISTA INVESTORS will be structured as a partnership designed to capitalize on industry research performed by one of the founding entrepreneurs, Michael Douglas, during his professional career in investment management research. Douglas has conducted over 30 research visits at investment offices during the past year. Douglas met hundreds of key investment professionals, either via phone or face-toface, with people all over the world. Douglas’s team presents his business plan as an outline of how a successful investment manager organization should look in the face of changing industry influences.
VISTAINVESTORS will offer high net-worth or angel#8221 investors the opportunity to purchase minority ownership in return for contributions towards VISTAINVESTORS’′ operating capital and to provide seed assets to support the investment products described. This document by itself does not constitute an offer or guarantee of any kind. There are many risks associated with VISTA INVESTORS’’s business plan, beyond those listed in this document.
1.1 Objectives
The purpose of VISTA INVESTORS is to create value for owners, employees, and investors via the establishment of an investment management organization designed for the Third Generation. Merrill Lynch & Co., Inc., Barra Strategic Consulting Group define the Third Generation as a phase within the investment industry that requires a specific set of abilities for success. This study, many other studies and, perhaps most importantly, our industry experience have been used by our team to create a plan for the success VISTA INVESTORS.
1.2 Mission
All portfolios can be executed quickly and efficiently with buy and sell decisions. Trading rotations are used, where applicable, to avoid any type or systematic advantage/disavantage that accounts might experience. We would not allow any circumstances to force us to stray from our discipline.
1.3 Keys to Success
Performance is the most critical factor in investment management. Morningstar is a widely-respected organization for its accreditation in mutual funds. This is why one of our main goals is to achieve a rating. Morningstar will only rate funds with a minimum three-year performance history.
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