Investment Strategies

Conscious Capital

Conservative

Absolute Return with Alternatives

An absolute return strategy, systematically allocating to thousands of opportunities across global equities, fixed income, commodities and currencies. 

More about our investing framework

 

 

Objective

Our goal is to generate absolute returns through a diversified mix of global equities, fixed income, and liquid alternative asset class exposures, including real estate investment trusts and tradable commodities. This strategy can implement indexed short positions and utilize leverage to accomplish its goals.


Characteristics


Positioning

Request Performance, Risk Statistics & Strategy Detail

Please see ADV 2A for additional detail on fees and disclosures.


 


Our Investable Universe

Equities

Large Caps

Mid Caps

Small Caps

High Beta

Financials

Technology

Consumer Discretionary

Consumer Staples

Materials

Industrials

Health Care

Energy

Communications Services

Utilities

Real Estate

Europe

Japan

Korea

China

Brazil

Mexico

Developed Non-U.S. Markets

Emerging Non-U.S. Markets

Fixed Income

2-Year U.S. Treasury Notes

10-Year U.S. Treasury Notes

30-Year U.S. Treasury Bonds

Currencies

U.S. Dollar Index

EURUSD / USDEUR

JPYUSD / USDJPY

AUDUSD

CADUSD

GBPUSD

CHFUSD

CNYUSD

Emerging Market Currencies

Commodities

Energy - Crude Oil, Natural Gas

Agriculture - Wheat, Corn, Soybeans, Sugar

Base Metals - Copper

Precious Metals - Gold, Silver

Digital Assets - Bitcoin, Ethereum

 


Like what you see? 

Schedule a meeting with us now and discover how this strategy can add value to your portfolio.