Levitt Capital Management - Boutique wealth management firm that specializes in designing and managing global portfolios - Boca Raton Florida

State Street’s Semi-secret Success in the RIA Custody Business

admin — Mon, 12 Dec 2011 00:00:00 +0000

Levitt says State Street is a professional custodian offering his firm the right type of customer service. State Street is his firm’s primary custodian, and he says there are only a few areas where he needs to find a subcustodian — such as dealing with the assets in the country of Rwanda.

Is the US-led Equity Rally Sustainable?

admin — Mon, 07 Nov 2011 00:00:00 +0000

“We might see a year-end rally. But the markets are really fragile and the economies of so many countries are weak. This is not the stuff on which bull markets are built. Since fundamentals are not in favour at the moment, I would not own any fundamental positions n Europe and the US,” says Levitt, who frequently travels between Europe and Southeast Asia.

Levitt Capital Likes Indonesia Firms With Reach

admin — Fri, 21 Oct 2011 00:00:00 +0000

“Branding here is done very differently than most other countries, because you have a lot of people using over the air television,” said Levitt, an American who often visits poverty-stricken parts of Indonesia to find investment ideas. “It’s a natural spend money today, building a product line for the future,” added Levitt, speaking from Yogyakarta, where he is studying bahasa Indonesian.

Robert Levitt, Social Entrepreneur

admin — Fri, 30 Sep 2011 00:00:00 +0000

Mr. Levitt employs a unique investment philosophy that identifies developing global trends and recognizes the countries and their industries and companies, which will greatly benefit from these trends.

Asian Shares, Currencies Plunge

admin — Thu, 22 Sep 2011 00:00:00 +0000

“It’s a small tunnel to get through,” said Robert Levitt, founder of Levitt Capital Management, which oversees $500 million in private client assets, with some of that invested in Indonesia. The drop in the rupiah against the dollar is forcing stock investors to quickly liquidate or hedge their positions in other ways, such as shorting commodities or other stock markets that run in tandem with Indonesia’s.

This Time It Is Different

admin — Thu, 01 Sep 2011 00:00:00 +0000

Robert Levitt, of Levitt Capital Management in Boca Raton, FL (and various European locations), has an interesting explanation. In fact, he thinks that the newsletter you are now reading somehow managed to miss the biggest single investment story of the past 50 years: the death of a brilliantly workable explanation for how investments should behave, otherwise known as the Capital Asset Pricing Model.

Private Equity Deal-Makers Knocking on Indonesia’s Door

admin — Mon, 04 Jul 2011 00:00:00 +0000

Robert Levitt, founder of Levitt Capital Management, which manages a $500 million portfolio, had a similar view on Indonesia. He said his firm was looking at the chemical industry in Indonesia for potential investment “as the sector is ripe with potential.” Levitt has close to $100 million invested in Indonesia.

Forget About Greece, Look Towards Indonesia

admin — Tue, 21 Jun 2011 00:00:00 +0000

“You have some big risks obviously with the Greek situation that could go wrong,” Robert Levitt, the CIO of Levitt Capital Management, told CNBC, “but in general, especially for some markets like Indonesia which hit all times record high consumers confidence at 143 just blow away numbers. So many things are happening right in so many places.”

‘Selling Shovels’ to Emerging Markets

admin — Wed, 20 Apr 2011 00:00:00 +0000

Robert’s Interview with CNBC

Global Investors Start to Return to Indonesia

admin — Mon, 04 Apr 2011 00:00:00 +0000

We expect Indonesia will be rated investment grade some time this year, which is another big boost. It will increase investors’ appetites because in a company you can only have an investment grade rating for any company only as good as the country so there may be companies out there that actually deserve higher credit ratings but because Indonesia has a lower credit rating, they don’t benefit. So once the country moves up, the credit rating of most companies will be higher.