Assets

Investment asset classes are categories of financial instruments, such as equities, fixed income, real estate, commodities, and alternative assets, that group investments with similar characteristics, risk profiles, and roles within a diversified portfolio.

Bedrock Investment Asset Types of Selection:

Equities

Define: Equities represent ownership shares in publicly traded companies.

Impact: Equities offer growth potential, liquidity, and long term capital appreciation that can strengthen portfolio performance while diversifying away from private market exposure.

Industries

Define: Industry investments track sectors of the U.S. economy, such as technology, consumer discretionary, healthcare, and industrials, often through sector-specific equity indexes.

Impact: Industry exposure allows Bedrock to capture targeted economic trends and growth cycles within specific sectors rather than broad market movements. This approach supports selective allocation into industries that show strong fundamentals, competitive advantages, and resilient demand drivers for U.S. small and midsize businesses.

Fixed Income

Define: Fixed income includes debt instruments that pay interest over time, such as corporate or municipal bonds.

Impact: These assets provide stability, predictable cash flow, and risk balancing during volatile market cycles.

Treasury Yields

Define: Treasury yields reflect the return on U.S. government debt securities of various maturities.

Impact: Treasuries anchor the portfolio with lower risk, high liquidity, and market driven yield opportunities that support consistent income.

Private Credit

Define: Private credit involves lending directly to businesses or projects outside of traditional banking channels.

Impact: Private credit can offer enhanced yields, negotiated protections, and exposure to segments underserved by traditional financing, aligning with focus on U.S. business growth.

Real Estate

Define: Real estate includes income producing properties or real estate backed investment structures.

Impact: Real estate provides inflation resistance, income generation, and long term capital preservation that strengthens portfolio diversification.

Energy

Define: Energy assets include companies and infrastructure tied to oil, natural gas, renewables, and power generation.

Impact: The sector offers cyclical opportunity, stable cash flow from established operators, and strategic exposure to essential U.S. economic activity.

Metals and Mining

Define: Metals and mining assets include companies and commodities involved in extracting resources like gold, silver, copper, or industrial metals.

Impact: These assets can serve as inflation hedges, diversification tools, and strategic exposures to global demand for raw materials.

Commodities

Define: Commodities are raw materials such as energy products, agricultural goods, or metals traded in global markets.

Impact: Commodities offer diversification benefits, inflation protection, and exposure to macroeconomic supply and demand trends.

Currencies

Define: Currencies represent the exchange values of global monetary units relative to one another.

Impact: Currency movements reflect interest rates, trade flows, and economic strength, creating tactical opportunities that can enhance returns and reduce domestic market concentration.

Digital Assets

Define: Digital assets include blockchain based tokens such as Bitcoin or other decentralized assets.

Impact: Digital assets provide asymmetric return potential, diversification from traditional markets, and exposure to emerging financial infrastructure.

Derivatives

Define: Derivatives are financial contracts whose value is derived from an underlying asset, index, or rate.

Impact: Derivatives can help manage risk, hedge exposure, and tactically adjust portfolio positions without large capital deployment.