Investment Management
At Gerber Kawasaki, we believe investing should be as dynamic as the markets. Under the expert guidance of our Chief Investment Officer, Ross Gerber, and our dedicated investment committee, we craft each client’s portfolio in-house, ensuring a personalized touch that sets us apart.
Imagine starting with a solid foundation of passive index funds—your steady anchor in the ever-changing financial seas. We then add an exciting mix of 20-30 handpicked stocks, chosen for their potential to thrive. This unique blend positions your investments to seize market opportunities and reflects your financial aspirations.
Our approach is driven by thematic investing, where we dive deep into sectors poised for growth—think cutting-edge AI technology, sustainable climate solutions, vibrant consumer trends, promising real estate ventures, and transformative healthcare innovations. We don’t just invest; we become passionate advocates for the companies we believe in, actively engaging with them to champion practices that enhance value for all stakeholders.
Here’s how Gerber Kawasaki typically manages money:
By combining these elements, Gerber Kawasaki aims to deliver strong, risk-adjusted returns while also making a positive impact on society and the environment.
Here’s how Gerber Kawasaki typically manages money:
1. Thematic & Impact Investing
Gerber Kawasaki employs a thematic approach to identify transformative trends in technology, climate change, and consumer sectors. The firm focuses on companies that are positioned to benefit from these trends, with an emphasis on those making a positive social and environmental impact.
By combining these elements, Gerber Kawasaki aims to deliver strong, risk-adjusted returns while also making a positive impact on society and the environment.
Here’s how Gerber Kawasaki typically manages money:
Gerber Kawasaki employs a thematic approach to identify transformative trends in technology, climate change, and consumer sectors. The firm focuses on companies that are positioned to benefit from these trends, with an emphasis on those making a positive social and environmental impact.
By combining these elements, Gerber Kawasaki aims to deliver strong, risk-adjusted returns while also making a positive impact on society and the environment.
Here’s how Gerber Kawasaki typically manages money:
Thematic and Impact Investing
Gerber Kawasaki employs a thematic approach to identify transformative trends in technology, climate change, and consumer sectors. The firm focuses on companies that are positioned to benefit from these trends, with an emphasis on those making a positive social and environmental impact.
Long-Term Perspective
While actively managing portfolios, Gerber Kawasaki maintains a long-term perspective, focusing on sustainable growth and wealth accumulation over time. The firm avoids short-term speculation and emphasizes investments in high-quality companies with strong fundamentals.
Active Portfolio Management
The firm takes an active management approach, constantly monitoring and adjusting portfolios to respond to market conditions and emerging opportunities. This includes both tactical asset allocation and individual security selection.
Ethical and Sustainable Investing
As part of their impact investing strategy, Gerber Kawasaki integrates environmental and societal factors into their investment decisions. This ensures that the portfolios are not only positioned for growth but also aligned with ethical and sustainable practices.
Diversification
To manage risk and enhance returns, Gerber Kawasaki builds diversified portfolios across asset classes, sectors, and geographies. This diversification helps to mitigate risks associated with market volatility and sector-specific downturns.
By combining these elements, Gerber Kawasaki aims to deliver strong, risk-adjusted returns while also making a positive impact on society and the environment.
Technology;
Chips & AI
Gerber Kawasaki invests in innovative companies at the forefront of AI and technology, focusing on high-growth sectors with long-term value potential. They actively select companies with strong fundamentals and scalable models, managing risk through diversification and active portfolio management.
Climate Change;
Transportation & Energy
Gerber Kawasaki identifies companies driving the transition to a low-carbon economy, focusing on renewable energy and sustainable practices. They aim to generate returns while contributing to environmental stewardship and reducing their portfolios' carbon footprint.
.jpg)
Top Consumer Brands;
-
Streaming, Sports, & Entertainment
-
Video Games; The New Social Media
-
Cannabis & Online Gambling
Gerber Kawasaki invests in industry-leading consumer brands with strong growth potential and adaptability to changing behaviors. This strategy leverages brand loyalty and technological advancements to ensure long-term growth in clients' portfolios.
Themes Beyond:
Bio Tech & Healthcare
Gerber Kawasaki focuses on biotech and healthcare companies driving medical innovation and advancements. They invest in sectors poised for growth, contributing to healthcare breakthroughs and improved patient care.
Real Estate
Gerber Kawasaki uses REITs and real estate securities to provide market exposure without direct ownership. They select high-quality REITs with solid management and properties, maximizing returns through diversification and market analysis.