Investment Strategies

“Investing in the World's Strongest Markets” 

Foxhall Capital Management, Inc. is a U.S. Securities & Exchange Commission (SEC) Registered Investment Advisor founded in 1986. (Note: Being an SEC Registered Investment Advisor does not constitute an endorsement or approval by the U.S. Securities & Exchange Commission or any other state regulatory authority. Any representation to the contrary is illegal.)

Foxhall currently manages investments for private investors, religious institutions, union pension funds, mutual funds and large private institutions throughout the United States.

Foxhall Capital Management offers several “Tactical Asset Allocation Strategies” that attempt to limit an investor's risk exposure in "down" stock markets, while providing growth when the stock market is moving up.

Foxhall Actively Manages Stock Market Risk & Investment Portfolio Risk

Foxhall Accounts include both US stocks, international stocks and exchange traded funds (ETFs), mutual funds and US bonds, US bond funds, and international bond funds in an individually managed investment portfolio. This investment strategy allows the investment manager to actively manage market and portfolio risk. Many of Foxhall's clients primary investment goal is to limit the loss of their principal. This is why Foxhall Capital has developed an investment discipline that includes two distinct investment strategies.

  • Defensive Investment Strategy: The first is a "defensive investment strategy" that protects an investor's principal when the stock market is going down. Foxhall's primary goal is to manage risk in a way that limits an investor's losses. When there is a broad stock market decline, Foxhall will aggressively shift the investment portfolio into cash (money market funds) and/or fixed income securities or bond funds to protect the investor's principal in a declining market. Foxhall also manages risks and limits losses by internationally diversifying the overall investment portfolio, so individual country risk (including country risk in the US), is minimized.

  • Offensive Investment Strategy:  When there is a sustained movement up in the stock market, we invest the portfolio in market leaders in terms of exhibiting strong risk adjusted relative strength.  This means that we select holdings that are outperforming alternatives, in light of the volatility each security dispays.  We regularly 'rotate' holdings as new leaders emerge with changes in market and economic conditions.   Standards Used In Implementing A "Defensive" or "Offensive" Investment Strategy

    In short, we seek to invest only in (1) stocks, bonds and index mutual funds that are outperforming the S&P 500 Index in terms of risk adjusted relative strength, and (2) only in stocks, bonds and index mutual funds that are outperforming cash or a money market fund.

This is a strategy that has worked over a long period of time and has been successful, especially in down markets. The reason Foxhall's investment strategy works in both good and bad stock market environments is the implementation of a "defensive investment strategy" when the market is experiencing a sustained decline, as well as an "offensive investment strategy" when the market is having a sustained rise.

Tax Consequences: It should be noted that this strategy may increase the possibility of short-term capital gains in a client’s portfolio.