Contego Capital Group delivers asset advisory solutions for a rapidly changing world. Utilizing a proprietary bottom-up research process, Contego identifies companies worldwide that exhibit breakthrough opportunities. This process, combined with Contego’s understanding of industry dynamics, serves as the foundation for Contego’s approach to portfolio construction.
Thematic Strategies
Contego Robotics and Automation Strategy
The Contego Robotics and Automation Strategy’s investment objective is long-term growth of capital. The Strategy seeks to achieve its investment objective by investing in a portfolio of U.S. and foreign common stock of companies involved in robotics and automation across multiple sectors. The Strategy expects to invest primarily in developed markets but may also invest in emerging markets. The Strategy may invest in any company with a market capitalization over $50 million. The Strategy’s portfolio will be composed of companies with game-changing technologies in sectors such as manufacturing, infrastructure, transportation, energy, healthcare, information technology, media and communications. The Strategy is actively managed and rebalanced monthly. Benchmark: S&P 500 (SPX). The Strategy is also available in mutual fund format as the AlphaCentric Robotics and Automation Fund (GNXIX). To read recent exclusive commentary written by Brian Gahsman, the Portfolio Manager of the AlphaCentric Robotics and Automation Fund, along with articles from third parties discussing robotics and automation see the AlphaCentric Robotics and Automation Blog.
https://alphacentricfunds.com/funds/gnxix/
Asset Allocation Strategies
Contego Capital offers a variety custom strategies to advisory clients. The asset allocation of these strategies is based on client specific investment objectives, risk tolerance and investment horizon. Please contact us for further information on our advisory products.
Asset allocation evolves significantly across your financial life cycle. In wealth accumulation phases, portfolios typically carry higher equity and alternative exposure to maximize growth. As you approach wealth preservation or distribution phases — funding retirement, transferring assets, or managing estate liquidity — allocations shift toward capital protection, income generation, and tax efficiency.
Common allocation shifts by life stage:
- Accumulation (40s–50s): Higher growth equity exposure, private equity, and real assets; lower liquidity needs allow for illiquidity premiums
- Pre-transition (late 50s–60s): Gradual de-risking, increased fixed income, and liquidity building to fund near-term distributions or business exits
- Preservation and distribution (60s+): Focus on income-producing assets, inflation-protected securities, and tax-efficient drawdown strategies
- Estate and legacy planning: Incorporation of trust-owned assets, charitable vehicles, and intergenerational transfer strategies into the overall allocation framework
High net worth clients benefit most from a dedicated asset management firm because their financial complexity — spanning multiple income streams, concentrated positions, tax obligations, and estate considerations — demands genuinely personalized advice, not a model portfolio. Boutique firms offer direct access to senior investment professionals and strategies tailored to your specific circumstances.
Key advantages of working with a specialized firm include:
- Customized mandates: Portfolios are built around your unique goals, not standardized risk buckets or algorithmic templates
- Concentrated position management: Sophisticated tax-loss harvesting and hedging strategies to manage low-basis stock or illiquid holdings
- Holistic coordination: Alignment between your investment strategy, estate plan, trust structures, and tax filings — often in collaboration with your attorney and CPA
Asset allocation is the strategic process of distributing investment capital across asset classes — such as equities, fixed income, real estate, private equity, and alternative investments — to balance risk and return in alignment with your financial goals, time horizon, and liquidity needs.
Research consistently shows that asset allocation — not individual security selection — accounts for over 90% of a portfolio's return variability over time.
A tailored asset allocation strategy begins with a comprehensive discovery process — assessing your net worth, income sources, tax situation, liquidity requirements, risk tolerance, and multi-generational wealth goals. From there, your portfolio is constructed to reflect a target allocation that maximizes risk-adjusted returns specific to your financial profile.
The process typically follows four steps:
- Goal mapping: Define short-, medium-, and long-term financial objectives, including wealth preservation, income generation, estate planning, and philanthropic goals
- Risk profiling: Quantify both your capacity to absorb losses and your psychological tolerance for volatility
- Strategic allocation: Establish target weightings across asset classes based on expected returns, correlations, and your investment horizon
- Ongoing rebalancing: Monitor drift from target allocations and rebalance systematically — or tactically, in response to market conditions — to maintain portfolio integrity