Peter Lundstedt
  • Male
  • Greenwich, CT
  • United States
  • 2036221305
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About Me:
Regarding: This is an equity manager for U.S. stock portfolios over $1 million.

This stock manager was trained by, and traded institutional style equity portfolios under, a $30 billion NYS pension fund long equity manager for five years, "BEFORE" creating 300 U.S. Listed Equity Model Portfolios starting five years ago (that's ten years of real data!), 100 of which can be seen live and ongoing here:

The manager previously raised over $40 million and helped manage over $225 million before becoming available as a fee only equity manager.

If you would like me to manage stocks for or with you, or if you can't see the extraordinary value in this process, email or call me. I would be glad to explain how you will make more money using this strategy with less risk, in my opinion of course.

This US Listed Equity Portfolio is a value momentum portfolio that includes concepts from some of the greatest minds on wall street like Buffet (earnings consistency and ROE), Templeton (diversify globally in high earning companies), Munger (the market always returns to the mean) and former $30 billion pension equity manager Bill Hay (after seeing what worked and what didn't work with 12 independent equity managers who ran $30 billion, equal weighting and rebalancing offers the most logical equity management style for clients)

The program works best with a minimum of $10 million because we divide the portfolio into 40 equal positions or $250,000 per position. Foreign exposure comes from ADR's (foreign stocks) that trade on US exchanges.

The firm is a sole proprietorship entity which collaborates with outside resources to provide Equity Portfolio results.

Support - Your custodial support team is our support team.

You have permission to call direct at Tel: U.S.+ 001-203-622-1305

Best regards
Global U.S. Stock and ADR Long Sub-Adviser

Not guaranteed Can lose and gain value

According to individual client objectives, we will typically hold 15 to 30 stocks depending on what we think of market fundamentals. As long as we think they are going to rise in value, we hold them. Otherwise, we may sell them after three to four months. We may also use money market funds park funds if the market looks too bad to stay in.

Our goal is to have a concentrated equally weighted portfolio of powerful growth companies.

Not FDIC Insured
No Bank Guarantees
May Lose Value

Peter Lundstedt
Greenwich Asset Management Group, LLC
CEO, Equity Portfolio Strategist and Equity Portfolio Advisors
2 Sound View Dr., Suite 100, Greenwich, CT 06830 USA
(203) 622-1305
(203) 622-1306 Fax
Web site:
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At 5:29pm on April 10, 2011, Vincent Wright said…
Happy Birthday, Peter!
At 9:52am on April 10, 2010, Vincent Wright said…
HAPPY BIRTHDAY, Peter! A community of professionals focused on brand strategy for brand energy.

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