Portfolios
US Domestic
Bastion Energy Portfolio
The Bastion Energy Portfolio is a long-term capital appreciation strategy that invests in U.S. energy stocks with under-appreciated strengths trading at inexpensive valuations, run by excellent management teams.
Bastion Industrial and Infrastructure Portfolio
The Bastion Industrial and Infrastructure Portfolio is a domestic, long-term focused, low-turnover, roughly 30 stock portfolio that invests in high-quality industrial, infrastructure, and housing-related businesses at attractive valuations.
International
Bastion Value International Portfolio
The Bastion Value International Portfolio invests in international stocks via American Depository Receipts (“ADRs”) or equivalents that are available for purchase on U.S. exchanges or over-the-counter. The portfolio is constructed with an emphasis on country and industry diversification.
Bastion International Equity Income Portfolio
The Bastion International Equity Income Portfolio invests in international stocks via ADRs or equivalents that are available for purchase on U.S. exchanges or over-the-counter. The portfolio is built mostly for taxable accounts, as opposed to tax-deferred accounts.