Objective

Capital Appreciation with Equities and Alternatives

Our goal is to generate long-term sustainable capital appreciation through a mix of global equities and liquid alternative asset class exposures, including real estate investment trusts and commodities. 

This strategy can take concentrated positions in stocks, countries, or sectors, and can be hedged or tactically short to a limit.

Characteristics

Flexible Global Investing

A flexible investment solution that has the ability to invest in both developed and emerging countries using ETFs and public equities. Also can invest up to 20% in commodities, including energy, agricultural products, metals, and digital assets.  

Seeks Active Returns Against Benchmark

The strategy aims to generate a greater risk-adjusted return when compared to the U.S. stock market over a full market cycle of 7-10 years. 

Opportunistic Portfolio Management

A seasoned active manager with over a decade of investing experience seeks to generate alpha with proprietary quantitative approaches.