William Huston, AIF®, AIFA®

Bay Street Performance Year to Date

William Huston, AIF®, AIFA®

William Huston, AIF®, AIFA®

Good afternoon everyone,

Today, once again, the market is trending down due to fears of the coronavirus. Conversely, Bay Street’s Lens of History Fund (LOHF) is up another 1.7%. Our team is made up of 7 advisors that specialize in renewable energy and sustainable real estate investments.

Year to date, the S&P is up 4%. Our fund is outperforming the S&P by 3.75x and is up over 15%. Meanwhile, the market continues to incite fear of overvaluation and a looming recession. This month it’s a virus, last month it’s Iran bombings, the next few months it’s US election uncertainty. There will always be something that makes the market react rationally, or worse, irrationally.

If and when the market reacts negatively as in 2007-2009, we are defensively positioned in resilient renewable utility companies to aggressively protect our clients’ profits. We shared one of our holdings, Brookfield Renewable Partners (BEP), in a recent report and I’ve attached it here again. Since publically recommending BEP, it is up 3.29% today, over 23% YTD and over 120% for our clients that participated in last year’s performance.

BEP is one of the companies we actively manage within our Lens of History Fund. The fund is a Unitized Managed Account (UMA) made up of 27 stocks. It can be added to any retirement account. If your employer offers a 401k or you have an IRA, you can add our fund to your portfolio.

If you are not familiar with UMAs they are similar to ETFs or mutual funds. A UMA is made up of several companies but the performance is reflected as a single investment with one price. For example, the Dow is an index made up of 30 companies, reflected as one price.

We are planning to share a newsletter that highlights our investment performance. If interested, please share this email to colleagues and reply to LOHF@baystreetcapitalholdings.com to be added as a recipient.

If you are interested in adding our fund to your company’s 401k or individual IRA, please reply to me directly or schedule a time to review options at https://www.baystreetcapitalholdings.com/contact/.

As a team made up primarily of women and minority advisors, our continued outperformance is something that everyone should celebrate! As we build momentum, we’re working hard to continue to deliver long-term value to our investors and appreciate everyone’s participation and encouragement.

Thanks again for your support, William

— William Huston, AIF® Director, Institutional Services 650-464-8275

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Bay Street’s statements are not an endorsement or a recommendation to buy or sell specific securities. Prudent investors should consider the appropriate risks and seek professional advice for their unique situation. Certain securities are exclusive to “institutional investors” and/or “accredited investors” defined in Rule 501(a) of Reg D under the Securities Act of 1933. Any attachment does not constitute an offer to sell or solicitation of an offer to buy securities. Any attachment is not a prospectus or advertisement. Certain securities are available to the general public.


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