Products

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Our Equity Product Suite

Hanseatic’s products or investment composites include the following:

All Cap Growth

  • Designed to outperform Russell 3000 Growth Index

All Cap Growth Concentrated

  • Concentrated portfolio (~20 stocks) designed to outperform Russell 3000 Growth Index

All Cap Tax Efficient

  • Concentrated portfolio (~30 stocks) designed to outperform the SPDR S&P 500 ETF (SPY) while maximizing short term capital losses and long term capital gains with lower turnover

Growth & Income

  • Moderately conservative equity strategy designed to perform similar to S&P 500 Total Return Index

Developed Markets

  • Designed to outperform MSCI EAFE Index

International Equity

  • Designed to outperform MSCI ACWI ex U.S. Index

Latin America

  • Designed to outperform Russell Latin America Index

Repeatable

Hanseatic’s investment approach is applicable and repeatable across market conditions, sectors and geographies, allowing the team to efficiently and effectively construct and manage a mix of long-only equity products. For individual investors, capital preservation can be equally important. Hanseatic applies a matrix of capital preservation tools to guide the investment decision making, in a disciplined way, to maximize the long term overall return to risk profile.