Absolute Return Strategy

This strategy provides investors an alternative to a traditional asset allocation approach by allocating to asset classes and securities based on our macro views and expected returns over a tactical horizon. The objective is to outperform an allocation mix of 60% stocks and 40% bonds with smaller periodic drawdowns, less volatility and low correlation to markets throughout a market cycle.

Investment Strategy

  • The strategy will make significant changes to the portfolio’s asset allocation positioning based on our macro views and the expected returns of asset classes and other securities over shorter time increments (typically 12 to 24 months).
  • The strategy will utilize long and short positioning across and within assets classes to either generate income or benefit from expected price movements.
  • Positions are diversified to limit the portfolio risk contribution from any individual position
  • The strategy may at times employ moderate amounts of leverage
  • This approach is typically employed by hedge funds, but we offer this strategy in a separate account format with full transparency, liquidity, without lockups and at comparatively low fees.