Objective

Fixed Income with Alternatives Exposure

Our goal is to generate income, as well as preserve the long-run purchasing power of investor’s capital through a diversified mix of fixed income, equities, and liquid alternative asset class exposures, including real estate investment trusts and commodities. 

This solution can become hedged or tactically short to a limit.

Characteristics

Flexible Asset Allocations

A flexible solution that has the ability to invest across traditional and non-traditional asset classes exposures through ETFs to create income. Also can invest up to 20% in commodities, including gold.

Seeks Active Returns Against Benchmark

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

Disciplined Portfolio Management

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