Overview
Stuyvesant provides investment advisory services for clients on a fully discretionary basis. Portfolio decisions
or recommendations are made according to the investment objectives sought by the client. Clients may impose
reasonable restrictions on their account based on specific securities, security type, or industry type, among
others.
Stuyvesant actively manages equity and balanced client accounts. In some accounts, allocation is governed by
the Investment Guidelines set forth for the account. Asset allocation in balanced accounts is accomplished by
measuring the risk exposure in an asset class and the expected return is based on historical asset class returns.
Stock selection focuses on historical earnings growth, as well as forecasted earnings, cash flow, capital
structure, and book value. Core holdings are valued using our Stuyvesant Earnings/Dividend Discount Model.
Different investment strategies may be employed when managing client accounts. Mr. John Cooper, President
and Chief Compliance Officer (“CCO”), and Pete Daly, are responsible for managing equity and balanced
client accounts.
Stuyvesant also manages accounts using a trend following model called
StuyvesanTrendsTM when managing,
which seeks to identify tactical asset allocation opportunities. Investments will generally be focused in
exchange-traded funds (“ETFs”), which are instruments that are designed to approximate the returns (or inverse
returns) of various market and sector indices in various regions, countries, and asset types. While Stuyvesant
does not employ leverage or derivatives in managing the strategy, the ETFs themselves may employ leverage
and derivatives. Based on numerous factors, including prevailing market conditions, a portfolio in the managing
strategy may utilize few positions in order to achieve desired exposure levels. Mr. Joseph “Pete” Daly,
Managing Director, is responsible for managing when managing portfolios.
In addition, Stuyvesant provides investment advice to Stuyvesant Partners, L.P. (the “Partnership”). The
Partnership is closed for new investments. Stuyvesant Capital Partners, LLC and Mr. John Cooper (collectively
“General Partner”), serve as the general partners.
The Adviser was founded in 1978 and is primarily owned by Mr. John Cooper. As of December 31, 2023,
Stuyvesant managed $37,545,990 on a discretionary basis.