Objective

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.

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Characteristics

• 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.

Positioning

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