A capital appreciation strategy, systematically allocating to thousands of opportunities across liquid global assets, including equities, real estate, commodities, and digital assets.
Available with ESG considerations.
Our goal is generate capital appreciation through a mix of global equities and liquid alternative asset class exposures, including private equity, real estate investment trusts, digital assets and commodities. This strategy can take concentrated positions and can be hedged or tactically short to a limit.
We aim to beat our benchmarks on a risk-adjusted basis over 7-10 year rolling windows. This strategy benchmarks against S&P 500 Index.
Sophisticated quantitative strategy for optimal diversification across sectors, geographies, and factors.
Aims to maximizes risk-adjusted excess returns through uncorrelated equity factors and dynamic portfolio management.
Preserves capital by reducing portfolio risk through factor diversification and risk-neutral approach.
Enhances performance and manages risk with judicious use of leverage and hedging techniques, adapting to market conditions.
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Please see ADV 2A for additional detail on fees and disclosures.
Factors
Capitalization
Momentum
Growth
Value
Quality
Volatility / Beta
Dividend Yield
Currency Hedging
Preferred
Regions
Canada
European Union
United Kingdom
Japan
Pacific -ex Japan
Emerging America
Emerging Europe
Emerging Asia
Frontier Markets
Countries
Brazil
Mexico
Chile
France
Germany
Switzerland
Spain
Netherlands
Italy
Sweden
Australia
New Zealand
Singapore
China
South Korea
Taiwan
India
Malaysia
South Africa
Israel
Saudi Arabia
Turkey
Sectors
Financials
Technology
Consumer Discretionary
Consumer Staples
Materials
Industrials
Health Care
Energy
Communications Services
Utilities
Real Estate
Industries
Broker-Dealers & Exchanges
Banks
Insurance Companies
Regional Banks
Homebuilders
Retail
Semiconductors
Software & Services
Aerospace & Defense
Transportation
Metals & Mining
Food & Beverage
Healthcare Services
Pharmaceuticals
Biotechnology
Healthcare Equipment
Energy Equipment & Services
Energy Exploration & Production
Public Equity Alternatives
Residential Real Estate
Office & Commercial Real Estate
Private Equity
Venture Capital
Energy Commodities
Agricultural Commodities
Industrial Metal Commodities
Precious Metal Commodities
Digital Assets - Bitcoin, Ethereum
Schedule a meeting with us now and discover how our strategy can add value to your portfolio.