Internal Investment Strategy & Value Alignment Proposition
Portfolio management is a grueling task for every business and individual. Our continually developing markets demand adequately positioned portfolios leveraged with technology. On the one hand, the growing economy facilitates trade. On the other hand, the rise of federal bailouts has led to a “too big to fail” sentiment among retail investors and establishes a euphoric effect coupled with ballooning prices. These rampant inflationary tactics create artificial growth and encourage false productivity. The looming crisis stems from a stagnant workforce with limited opportunities, a greedy 1%, and massive insurmountable debt… In no specific order. This has encouraged and will soon strengthen the popularization of reserve cryptocurrency assets.
Jean Asset Management & Capital Interests takes a very long position on digital assets such as Bitcoin, Litecoin, and Ethereum. Primarily our interests lay in the potential for Bitcoin as a deployable reserve asset that will surpass the appeal and market cap of gold.
Additionally, the added edge of payment speed found in the Litecoin fork provides the precise role for Litecoin to offer a similar function to silver in a tokenized economy. Ethereum’s value stems from smart contracts’ deployability and business implications in a digital world. One of the many facets of Ethereum is its web hosting ability. Web3.0 will lead to a grand scale acceptance of the decentralized web, replacing the demand for highly centralized hardware systems supporting high latency loads with a distributed ledger of nodes easing access to information. Another benefit of .eth over .com is the ability to have built-in payment gateways to increase supply chain engagement. The Ethereum blockchain uses are endless with its support for other tokens and networks for tests/deployments. Our most significant understanding of the digital reserve asset class is that “holding” works best. The role of crypto-currencies is positive for our outlook.
The added edge that Artificial Intelligence and Machine Learning bring to portfolio management is integral in closing the tech disparity between the working and ruling class. Large fund managers and hedge funds use High-Frequency Trading tools to automate their positioning. Software solutions are necessary for portfolio security to close the gap between market leaders and retail investors. As far as industry specifics and long-term growth investing, our portfolio philosophy is to maintain investments in timeless assets that provide infrastructure for communities.
Markets change, so should portfolios. Intuitive community-oriented acquisitions fuel practical solutions and reveal current market redundancies. These timeless investments offer a roadmap towards stability and an effective platform for reaching a future landscape.
Regardless of the potential of a tokenized economy, the real productive value remains in our markets’ foundation with institutional assets. Institutional names carry weight and can make a crucial difference in integrating new technologies. Increasingly, institutional assets meet demands. This methodology is an approach that involves finding out what keeps the food on the table and the heat in the house. It offers a long-term income strategy on dependent assets.
Moreover, the methodology of our firm is to learn from solutions and investigate their approach. If the answers are intuitive, the overall supply chain will thrive and lead to positive activity.
Who does their job right, and will they still deliver properly in 10–20 years?
None of this is investment advice but an outlook into future market pools and attractive opportunities specific to Jean Asset Management & Capital Interests LLC.
Jacques D Jean
