Investment Strategies


Global Income

with Alternative Assets

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 energy, agricultural products, metals, and 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. 


Positioning

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

 

 


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