Diversified, global multi-strategies designed to diversify traditional asset class exposures, improving total portfolio return and reducing volatility.
- Tactical, unconstrained mandate attempts to outperform over full market cycles and manage risk using our proprietary model library.
- Risk management system allows the portfolio to raise cash in choppy markets or short (via inverse ETFs) during market downturns
We offer two iterations of our global multi-strategy:
- Advantage: Moderate target risk
- Aurora: Moderate/Aggressive target risk
Whole Portfolio Solutions
Total portfolio solution combining strategic asset allocation and tactical portfolio management.
- Strategic: Analysis of market valuations and interest rates sets asset allocation targets to equity, fixed income, and alternative portfolio buckets.
- Tactical: Adaptive strategies to select positions inside each portfolio bucket.
- 5 portfolio options for various client risk tolerances.