Our mission is to provide independent and knowledgeable investment solutions to help our clients achieve their investment objectives. We implement multi-strategy investment portfolios that are designed to capture long-term capital appreciation while at the same time preserve investor capital during adverse market conditions. We believe that the key to compounding investor returns over time depends on proper risk management. Avoiding significat capital deterioration during Bear market cycles, through proper risk management, will ultimately result in attractive risk-adjusted returns and increase wealth for our investors.
Investment Process
We implement a three-fold investment approach that is designed to reduce overall volatility by providing low correlation to traditional long-only portfolios. The investment process begins with broad allocations to alternative asset classes based on our assessment of global market conditions. We then implement specific allocations to various alternative strategies to further increase diversification and reduce volatility. In addition, we enable hedge overlay strategies that may be applied to any long-only ‘directional’ strategies during Bearish market conditions
Investment Strategy
We implement an investment strategy that utilizes both fundamental and technical analysis on global markets to identify market opportunities in both Bull and Bear market environments. The investment selection process involves a thorough top-down approach that uses over 20 different systematic models to assess market valuations and determine market trends. The investment strategy is designed to invest long when markets appear attractive, and to take short positions and raise cash during adverse market conditions. The portfolios may invest in traditional securities such as stocks, bonds, mutual funds, and cash but will also allocate among alternative investments such as commodities, currencies, and exchange-traded funds (ETFs) that provide further diversification and offer low correlation to traditional investment portfolios.
- Top-Down Global Macro Analysis
- Bottom-Up Fundamental Analysis
- Multiple Timeframe Technical Analysis
Please click for a Glossary of Alternative Investment Strategies