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 developments also make it economically feasible to offer large accounts separately managed portfolios. In another section, you will find details about the investment products we offer. It is worth noting that the Journal of Portfolio Management will publish a research article that supports our primary product offering. Ennis Knupp was a prominent institutional investment consulting agency that published a study, “Failure at the Multiple-Specialist Strategy. The Case of Whole Stock Portfolios.” It stated that the problem with specialization in equity portfolio management is leading to sub-optimal portfolios.
VISTA INVESTORS was created as a partnership in order to capitalize on the industry research carried out by Michael Douglas, one founder of VISTA INVESTORS. This partnership will allow for investors to take advantage of his investment management research experience. Douglas made over 30 research visits to investment offices in the last year. Douglas met hundreds of key investment professionals, either via phone or face-toface, with people all over the world. Douglas’s team presents the business plan as a “start from scratch” outline of what an investment management company should look like in light of changes in technology, political, and social factors.
VISTAINVESTORS will give high net worth and angel#8221′ investors the chance to acquire minority ownership positions in exchange to VISTAINVESTORS’’s operating capital, as well as seed assets to fund the investment products. This document by itself does not constitute an offer or guarantee of any kind. These risks are not only those that are described in this document.
1.1 Objectives
VISTA INVESTORS exists to create value in the lives of owners, employees, investors and others by setting up an investment management organisation for the Third Generation. The Third Generation is defined in a cutting-edge research effort by Merrill Lynch & Co., Inc. and Barra Strategic Consulting Group as a phase in the investment industry requiring a special set of capabilities for success. To create a strategy for the success and growth of VISTA INVESTORS, our team consulted this study, several other studies, and most importantly, personal experience.
1.2 Mission
All portfolios can be executed quickly and efficiently with buy and sell decisions. A trading rotation is used when possible to prevent any kind of systematic advantage or disadvantage that an account might experience. In virtually all circumstances, we would not deviate form our discipline.
1.3 Keys to Success
Performance is perhaps the most important factor that determines success in the investment management industry. Morningstar is widely recognized by institutional investors and individuals alike for its marks in accreditation in mutual fund management. Morningstar is therefore one of our primary goals. To be rated by Morningstar, funds must have a minimum performance history of three years.
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