RASARA Strategies, Inc., founded in 1992, is a private asset management firm and Registered Investment Advisor that invests on behalf of corporate, state and municipal retirement fund clients. The firm also offers separately managed accounts portfolios through financial planners to high net worth investors.

The firm’s investment objective is to preserve capital while achieving superior risk-adjusted returns over the long-term. RASARA’s long-term track record has delivered on this objective.

We follow a fundamental, bottom-up, value-oriented approach to equity investing. Investment decisions are made based on the firm’s independent, original research.

Banking companies are the primary focus of RASARA’s investing. RASARA also invests in non-bank financial services firms such as publicly traded brokerage firms, asset management firms and specialty lenders. The majority of a RASARA portfolio is in small and mid-cap stocks that the firm believes to be undervalued. Large cap stock holdings typically result when a large company acquires one of RASARA’s holdings and the firm believes it is worth maintaining a position in the acquirer.

Investors turn to RASARA to accomplish a number of different objectives. These include seeking to:

• add total return to the more market-like returns generated by a core equity allocation
  
  

• buffer the downside risk exposure from a core equity allocation
  
  

• offset the underexposure in a core equity holding to a sector that has historically outpaced broader benchmarks
  
  

• have an equity allocation that is generally negatively correlated with broader market indices