Alternate sources of return and lower correlation to traditional long-only stock and bond portfolios

Absolute Return

The Absolute Return Strategy seeks to provide returns independent of traditional equity and fixed income indices, with a focus on low volatility and minimal downside risk. This strategy is typically appropriate as part of a total portfolio, for an investor with at least a short-to-intermediate investment time horizon, and a low tolerance for risk.

View Factsheet >
View Strategy Review >

Multi-Strategy Alternative

The Multi-Strategy Alternative Strategy is an actively-managed, liquid alternative investment strategy intended to provide diversification and lower correlation to traditional investment strategies. This strategy is typically appropriate as part of a total portfolio, for an investor with at least an intermediate investment time horizon, and a moderate-to-high tolerance for risk.

View Factsheet >
View Strategy Review >

Multi-Strategy Alternative

The Multi-Strategy Alternative Strategy is an actively-managed, liquid alternative investment strategy intended to provide diversification and lower correlation to traditional investment strategies. This strategy is typically appropriate as part of a total portfolio, for an investor with at least an intermediate investment time horizon, and a moderate-to-high tolerance for risk.

View Factsheet >
View Strategy Review >

Global Macro

The Global Macro Strategy is an actively-managed, liquid alternative investment strategy that seeks to provide an alternate source of return with lower correlation to traditional investment strategies, using a more focused mix of alternative investment segments. This strategy is typically appropriate as part of a total portfolio, for an investor with long investment time horizon, and a high tolerance for risk.

View Factsheet >
View Strategy Review >