B. Riley Fairfax Investment Strategies

MANAGED INVESTMENT STRATEGIES 
OFFERED THROUGH B. RILEY WEALTH PORTFOLIO ADVISERS

There are many things outside of an investor's control that can negatively impact global stock markets - consider politics, pandemics, military conflicts, and even social media. Understandably, many investors lack the confidence to make portfolio decisions in an unpredictable market. Those who do often overreact to market volatility, putting their long-term investment goals at risk.

The B. Riley Fairfax investment strategies, offered through B. Riley Wealth Portfolio Advisers, provides access to professionally managed portfolios under the guidance of Paul Dietrich, Chief Investment Strategist for B. Riley Wealth. Our established investment strategies are managed with the objective of building client wealth during bull markets, while simultaneously attempting to protect client capital from losses during severe, long-term bear market downturns.

A financial advisor can help you evaluate these managed investment strategies to determine which ones are best suited to your financial goals and objectives. These strategies are available to both individuals and private institutions.

B. RILEY FAIRFAX STRATEGIES


ACTIVE PERMANENT PORTFOLIO

GLOBAL TRENDS STRATEGY

LARGE CAP CORE STRATEGY


Balanced Large Cap Core Strategy


a close up of a cage

OUR APPROACH - ACTIVE RISK MANAGEMENT 

As investment managers, we are focused on risk management and the protection of capital from major declines in the stock market. We understand that all investors share the same investment objective—to make money on their investments and not to sustain any significant long-term losses in the process.

Our actively managed B. Riley Fairfax Investment Strategies are conservative to moderate strategies designed to:

(1) Stay fully invested in the stock market during the good times of an upwardly trending bull market and an expanding economy, and to

(2) Completely exit the equity markets in the bad times of a long-term recession/bear market by shifting assets to cash, money market funds, U.S. treasury bonds, gold and other defensive investments while downward trending market conditions prevail.



"The best money you will ever make in the stock market, is the money you don't lose in a bear market/recession." - Paul Dietrich, Chief Investment Strategist

One of the keys to protecting assets from severe market downturns is being able to distinguish between a stock market "correction" and an indication of a long-term "recession or bear market", then to take appropriate action to protect assets. The B. Riley Fairfax strategies apply a disciplined tactical risk management process that involves careful analysis of leading economic data and indicators. When we believe the markets and economy are trending down to a long-term bear market, our primary concern is the return OF your principal, not just return ON your principal. B. Riley Fairfax strategies are designed to shift client portfolios into cash, U.S. treasury bonds, gold and other defensive investments to protect against extreme losses. During short-term corrections, our goal is to remain invested to participate in future market gains. While there are no guarantees in investing, we believe the performance track records of these strategies during both up and down markets illustrate the value of our tactical risk management process.

BACKGROUND

The B. Riley Fairfax investment strategies are professionally managed portfolios under the direction of Paul Dietrich, Chief Investment Strategist for B. Riley Wealth, and offered through B. Riley Wealth Portfolio Advisers, a Registered Investment Adviser with the Securities & Exchange Commission. Mr. Dietrich has been portfolio manager of the B. Riley Fairfax investment strategies since their inception dates which range from 2000 to 2012. Prior to joining B. Riley Wealth in late 2019, Mr. Dietrich served as CEO and Chief Investment Officer of Fairfax Global Markets, LLC from 2012 to 2020 and as CEO and Chief Investment Officer of Foxhall Capital Management, Inc. from 1999 to 2012. He previously worked as an international corporate attorney with Squire, Sanders & Dempsey (now Squire Patton Boggs) and Jones Day advising on privatization and economic development issues to the World Bank, as well as several governments in Asia and Eastern Europe. He also previously served as a member of the Advisory Board of the John Templeton Foundation.

INVESTOR SERVICES

For assistance with B. Riley Fairfax Investment Strategies, please contact your financial advisor or our Investor Services Support staff at 212.457.3319 or by email.