How Is Your Osborne Partners
Portfolio Positioned in 2021?

March 1, 2021

After a once in a lifetime year in 2020, where are we overweight and underweight as we enter another potentially unique year in 2021?

Where are the hidden risks to different asset classes in 2021?

In this 20 minute video, Chief Investment Officer, Justin McNichols, CFA answers these questions and more:

(minute mark - topic)

0:32 - Global Equities

6:53 - Foreign Equities

9:02 - Natural Resources

11:41 - Real Estate

14:24 - Alternative Investments

15:30 - Fixed Income

18:40 - Recap

Please note the two pages of disclosures at the end of the presentation.

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Please stay safe and healthy!

The opinions expressed herein are strictly those of Osborne Partners Capital Management, LLC (“OPCM”) as of the date of the material and is subject to change. None of the data presented herein constitutes a recommendation or solicitation to invest in any particular investment strategy and should not be relied upon in making an investment decision. There is no guarantee that the investment strategies presented herein will work under all market conditions and investors should evaluate their ability to invest for the long-term. Each investor should select asset classes for investment based on his/her own goals, time horizon and risk tolerance. The information contained in this report is for informational purposes only and should not be deemed investment advice. Although information has been obtained from and is based upon sources OPCM believes to be reliable, we do not guarantee its accuracy and the information may be incomplete or condensed. Past performance is not indicative of future results. Inherent in any investment is the possibility of loss.