Last week, Michelle Connell, President and Owner of Portia Capital Management was featured in the Dallas Business Journal. The article highlights the differences and competitive advantages our firm brings to our clients.
Michelle’s unique and nationally-recognized background in private equity and alternative investments has not only provided her with the ability to utilize assets typically not used by investment professionals, but also mitigate the market volatility and economic uncertainty that has resulted from the COVID-19 pandemic.
“I decided that it would be better to have my own firm so that I can manage money without having to have somebody say, ‘OK, you need to use our proprietary funds,” Connell told the Dallas Business Journal. “Or, I wasn’t able to use alternative investments. Basically, (I wanted to) call my own shots.”
With the recent resurgence of COVID cases in the South, the investment markets are not out of the woods. As companies express their inability to estimate future earnings, the summer could be one of increased volatility and fall’s campaigns will likely continue this trend.
In her interview, Connell spoke about the challenges she faces due to the pandemic, and what opportunities exist in the alternative investment space.
- Would you like to learn more about how we have protected our clients’ portfolios in this time of heightened volatility?
- Are you concerned about optimizing your portfolio and meeting your long-term goals?
Contact us today!
Call us: 619-481-0379
Email us: firstname.lastname@example.org
About Portia Capital Management
Michelle Connell, CFA is the President and Owner of Portia Capital Management, LLC, the only Registered Investment Advisory firm in DFW to be founded by a female CFA. Ms. Connell is one of the highest-rated finance professors in the United States, currently serving as an adjunct professor at The University of Texas in Dallas and teaching the CFA Review for the DFW CFA Society. Ms. Connell works with her students and private clients to understand the value of crafting a portfolio that includes conventional products as well as alternative assets, including private equity, private debt and real estate, and allows investment portfolio creation with greater downside protection and more consistent returns.