John Hailer, a Natixis advisor team managing director in New York, led a team of advisors to modify the investment strategy for Natixis’ customer-owned portfolios strategically. The portfolio changes were implemented in two phases to give investors adequate notice and time to execute their adjustments.
“The benefits of these portfolio changes will accrue on top of existing benefits,” explains Exec at Natixis John Hailer. “Over the past five years, Natixis has invested in nine alternative energy companies that are considered ‘uncommitted’ investments: Amyris Biotechnologies Inc., Clovis Oncology, Inc., EnLab Corp., Envia Systems, Inc. Flow Genetics International Corporation, Gentex Corporation, Genesis Energy Corporation, and NRG Energy, Inc.
The value of our holdings in these alternative energy companies will increase with the underlying business performance of these companies. The stock market will also value these securities. In addition to growth in the underlying companies, the current low-interest rate environment should help provide growth in the underlying companies and their securities. Investors can realize these benefits immediately upon implementing the changes to our investment strategy.”
“The next phase will be completed during November 2016 and January 2017,” explains John Hailer. “The second phase of these changes will include the addition of two additional alternative energy investments to our strategy. These companies are Advanced Micro Devices, Inc. and Power Innovations, Inc.”
“All Natixis investment strategies are chosen to provide capital preservation and growth,” John Hailer adds. “For example, adding new positions to an existing portfolio typically increases overall portfolio value even further. It is also important for investors to be aware that even though we have added a new investment strategy, we will still maintain the existing strategy. Investors are strongly encouraged to revisit the strategies they have chosen today. We offer free advice sessions to review existing portfolios and help make adjustments if needed.”
In addition to growth in the underlying companies, the current low-interest rate environment should help provide growth in the underlying companies and their securities.