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Stratos Investment Management (SIM) Barnwood Capital Models

Mid-Cap Equity

  • 30-50 High Conviction Names

  • Market Cap Between $1 - $15 billion

  • Concentrated

  • Add as Conviction Increases

  • Reduce/Sell as Conviction Decreases

  • Agnostic as to Dividends

Small-Cap Equity

  • 30-50 High Conviction Names

  • Market Capitalization Below $2 billion

  • Concentrated

  • Add as Conviction Increases

  • Reduce/Sell as Conviction Decreases

  • Agnostic as to Dividends

Macro Trend Example

Demographics

Globally aging population is, in general, deflationary,

however there are inflationary pockets.

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Source: US Bureau of Labor Statistics

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Source: KFF.org, Analysis of 2021 Medical Expenditure Panel Survey

Macro Trend Example

Deglobalization

Geopolitical risks and the rise of nationalism is inflationary.

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3750 Park East Drive
Beachwood, Ohio 44122
(724) 541-4849 – Direct

mpolley@barnwoodcap.com

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Investment advice offered through Stratos Wealth Advisors, LLC, a registered investment advisor. 

Stratos Wealth Advisors, LLC, and Barnwood Capital are separate entities.

 

Stratos Investment Management, LLC, and Stratos Wealth Advisors, LLC, are affiliated registered investment advisors.

Investments involve risk including loss of principal and unless otherwise stated, are not guaranteed.

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There can be no assurance that the future performance of any specific investment strategy will yield positive results. 

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