Tate Livingstone Strategies
                     Tate 
Livingstone 
Strategies
https://tatelivingstone.com/strategies.php
Tate Livingstone 
Strategies
 Tate Livingstone has devised a number of core strategies that form the 
foundations for the construction of our clients’ portfolios. 
 Each strategy can be customized to reflect the personal requirements and 
tolerances of each client. 
 Obviously, the topic of investment strategy is broad and complex one that 
would require far more space and time than the scope of our website 
allows but we have provided some basic information about these core 
strategies 
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Tate Livingstone 
Strategies
Tate Livingstone Income:
 The goal of this strategy is to generate regular, dependable income for 
our clients while conserving capital. 
 This strategy aims to keep 75% of the capital assigned to it invested in 
fixed income securities like sovereign and corporate bonds. 
 These bonds must carry “investment grade” credit ratings as assigned by 
the credit ratings agencies, Moody’s Investor Services, Standard & Poor’s 
and Fitch Ratings. 
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Tate Livingstone 
Strategies
Tate Livingstone Income:
 The remaining 25% of client capital is invested in the stocks of large cap 
corporations which pay dividends. 
 These stocks also carry modest scope for capital appreciation but the 
primary objective is to ensure that capital is preserved. 
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Tate Livingstone 
STatter Laivitnegstgoniee Inscome:
 Ideal for clients seeking regular income and the conservation of their capital
 Diversification takes into account various industries, companies and 
economies
 Actively managed
 Primarily fixed income securities and large cap dividend-paying corporate 
equities
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Tate Livingstone 
STatter Laivitnegstgoniee Gsrowth:
 The objective of Tate Livingstone’s Growth strategy is to deliver capital 
appreciation over the long term to our clients. 
 This is principally accomplished by investing in the common stocks of both 
publicly-listed companies on stock exchanges in the U.S., Europe and the 
emerging market economies of Asia and Latin America. 
 The strategy requires sensible diversification that encompasses spreads 
across industries and economies.
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Tate Livingstone 
STatter Laivitnegstgoniee Gsrowth:
 It concentrates on the acquisition of value investments.
 Reliable revenue and earnings growth are essential and operation in prime 
market sectors like consumer discretionary, technology and natural 
resources are preferred. 
 Our value investing ethos sees us pay particular attention to companies that 
are currently undervalued by the broader market. 
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Tate Livingstone 
STatter Laivitnegstgoniee Gsrowth:
 From time to time, the strategy may necessitate investment in newer 
companies with a smaller capitalization. 
 The main risks related with this strategy are in keeping with those inherent 
in the wider markets. 
 This means that they are exposed to the performance of the wider 
economy and the fortunes of the companies whose stock is held within the 
portfolio.
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Tate Livingstone 
Strategies
Tate Livingstone Growth:
 As the strategy sometimes features investments in newer and smaller 
corporates, there can be a higher risk of loss which is related to issues like 
immature products, supply chains. 
 Because this strategy involves investment across geo-locations, there will 
also be attendant currency risks.
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Tate Livingstone 
STatter Laivitnegstgoniee Gsrowth:
 Aimed at clients who desire long term capital appreciation
 Mainly invests in well-known mid and large cap corporates but can also 
invest in newer and smaller stocks with enhanced growth potential.
 Diversification across industry sectors and geo-location
 Active management
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Tate Livingstone 
STatter Laivitnegstgoniee Cosre:
 Tate Livingstone’s Core strategy aims to deliver long term capital growth 
while preserving existing assets and locking in newly earned profits. 
 This strategy is based on investment in a mix of debt securities, dividend-
paying and enhanced-growth stocks. 
 It proposes the commitment of 45% of client capital in advanced 
economies, 25% in developing economies, 20% in investment grade fixed 
income securities, 5% in historically-consistent dividend paying equities and 
5% in an assortment of high liquidity cash investments. 
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Tate Livingstone 
STatter Laivitnegstgoniee Cosre:
 Again, this strategy concentrates on investing in value assets, particularly 
those which have been ignored by the broader markets. 
 The over-riding risks accompanying this strategy are those inherent in all 
equity investing and typically revolved around general market fluctuations. 
 This strategy encompasses both equity and fixed income security 
investment and, consequently, the equity values, yields and ultimate return 
associated with this strategy relies on their relevant performances on the 
markets in which they are listed or traded.
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Tate Livingstone 
Strategies
Tate Livingstone Core:
 Naturally, we aim to mitigate these risks using prudent and sensible 
diversification across markets, industry sectors and geo-location. 
 Because this strategy involves investment across geo-locations, there will 
also be attendant currency risks.
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Tate Livingstone 
STatter Laivitnegstgoniee Cosre:
 Ideal for those seeking long term capital gains
 Preservation of capital is one of the key aims
 Diversification across industry sectors and geo-location
 Value-investment bias
 Preference for established corporates
 Strategic asset allocation
 Active management
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Tate Livingstone 
Strategies
Tate Livingstone Emerging Markets:
 The Tate Livingstone Emerging Markets strategy caters to those of our 
clients who seek additional diversification and long term capital 
appreciation via shrewd, value investments beyond the scope of the world’s 
advanced markets. 
 This strategy is rooted in the investment in corporates either located or with 
the majority of their operations, assets or revenues, in/from emerging 
markets in developing economies. 
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Tate Livingstone 
STatter Laivitnegstgoniee Emserging Markets:
 The methodology closely resembles those of our other strategies insofar as 
it features diversification across industry sector and geo-location while also 
seeking to identify stocks that, for whatever reason, have been overlooked 
by the wider marketplace. 
 In order to determine whether or not an economy can be categorized as an 
“emerging” or “developing” market, Tate Livingstone considers several 
different factors.
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Tate Livingstone 
Strategies
Tate Livingstone Emerging Markets:
 These include but are not restricted to per capita GDP, extent of economic 
industrialization, governance, limitations on capital repatriation and 
restrictions on foreign ownership of corporations.
 Principal risks associated with this strategy are the propensity for emerging 
and developing markets to exhibit greater volatility than their advanced 
market counterparts. 
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Tate Livingstone 
Strategies
Tate Livingstone Emerging Markets:
 There are attendant risks relating to currency fluctuations between the 
currency of the target economy and that of the country from which the 
investment capital originates. 
 Some of the risks associated with investment beyond of the world’s 
developed markets can be assuaged through investment in companies in 
advanced economies but who derive significant revenues from operations 
in developing economies.
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Tate Livingstone 
Strategies
Tate Livingstone Emerging Markets:
 Attractive to clients who want more diversification and the potential 
for enhanced long term capital appreciation.
 Focuses on corporates based in or deriving significant proportions of 
their revenues from developed markets
 Diversification across industry sectors and geo-location
 Active management
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Tate Livingstone 
Strategies
Contact Us:
Phone: +827047320404
Fax: +82263229949
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Thank You!
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