evidenced-based techniques
Our dynamic strategies harness a range of evidence-based techniques that pursue more resilient portfolios for our clients - all with the goal of achieving better investor outcomes with a smoother ride along the way.
U.S. Equity Trend Setters
The U.S. Equity Trend Setters strategy focuses on investing in sector-leading companies. Managed with a risk-forward approach, the core portfolio is comprised of up to 25 individual equity holdings.
Multi-Asset Growth
Global Adaptive Momentum (GAM) strategically allocates capital across major global asset classes using data-driven methods - dynamically transitioning exposures into thriving global asset classes.
Multi-Asset Conservative
Global Balanced Environment (GBE) is a dynamic investment portfolio that seeks out balance and enhanced diversification across a spectrum of global asset classes. The strategy adheres to a risk-first approach to allocating capital across varying economic regimes.
Absolute Return
New Core Quantitative (NCQ) targets positive return streams across diverse markets and strategy styles. Serving as a true diversifier, this approach aims to deliver positive returns throughout market cycles.