About the Portfolio

The Power of AND

A straightforward question highlights the biggest impediment we’ve encountered to building markedly superior portfolios for investment managers:

Which investments should I sell (or forgo) to maintain a meaningful exposure to alternative investments?

This challenging question inspired the formation of Ampersand Portfolio Solutions. We believe that the best way to manage a portfolio is to add to it.

the tough questions


Ampersand Portfolio Solutions was created on the premise that the greatest way to manage a portfolio is to add to it, challenging the idea that portfolio has to be built based on “either/or” decisions. This innovative and ground-breaking approach to asset management has received tremendous feedback and generated several thought-provoking questions. Below we’ve compiled the most common question encountered in our discussions with asset managers.