Cottonwood Capital is a boutique investment advisor with the patience and discipline to focus on the signal and ignore the noise.

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Investment Strategy. Our approach targets businesses poised to be significantly stronger years from now, purchased when they’re overlooked. Combined with strategic diversification, like investing in gold or royalty companies, we pursue consistent outperformance against the market through patience, diversification, and discipline.

More than INDEXING or a 60/40 portfolio.

The Quadrant Strategy

Economic growth and inflation can each rise or fall resulting in four discreet economic environments that may exist any any point in time.

By investing a portfolio among assets that are tailored to perform in each of the separate four environments, clients can achieve strong performance with less volatility than the broad stock market.

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When economic growth rises and inflation falls growth stocks take center stage. Commodities tend to lag while bonds can provide healthy returns.

When economic growth and inflation both rise we see commodities and commodity-related companies often outperform. Conversely, during inflationary periods bonds can become quite volatile.

When economic growth falls and inflation rises investors often face meaningful difficulty. Few assets protect wealth during these periods, even U.S. treasury bonds may fail to offer refuge.

When economic growth and inflation fall together volatility typically follows. Few assets shelter a portfolio and even fewer provide opportunity for growth.