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Portfolio Management

Anyone with even limited experience in Thoroughbred ownership knows that the easiest thing to do in this game is acquire a horse (and in most cases a number of horses). Conversely, the most difficult challenge every owner faces is making their investment in Thoroughbred breeding or racing profitable.

Helping clients determine their best course of action in securing and maintaining income in their racing and breeding investments is perhaps the most important service that Star of the North Bloodstock provides. Providing a critical eye for investors contemplating breeding or purchase decisions, Star of the North Bloodstock helps a number of its clients maintain their focus on profitability, a key requirement for long-term participation in the Thoroughbred business.

For Thoroughbred breeders, Star of the North Bloodstock provides a sounding board, offering feedback on critical culling and sales decisions. Helping Thoroughbred breeders establish rank and valuations for their stock in addition to providing realistic sales projections is essential to our clients' long-term profitability.

Star of the North Bloodstock provides a similar service for owners of racing stock, providing accurate valuations based on current form and submitting realistic projections of future earnings. Oftentimes it is the horse the investor did not purchase that helps maintain a racing stable's positive year-end profit and loss statement. Star of the North Bloodstock provides a substantive second opinion that can help owners sustain and grow their investment in Thoroughbred racing.

I invite investors to call on me when it comes time to establish a new course for their racing or breeding operation.

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