Adaptive Value utilizes multiple strategies that invest in high quality companies that are currently underpriced in the market based on their fundamentals. The strategies also utilize a proprietary macroeconomic indicator, called the Economic Strength Index, to determine whether to be fully invested in equities or invest in safer investment strategies.
Multi-Strategy Core is comprised of a series of all-weather globally diversified strategies that invest in multiple global markets and asset classes. Strategies are formulaically selected based upon the desirability of their risk and return characteristics. Certain strategies will be preferred in different economic environments. Allocating between different strategies offers risk reduction through strategy diversification while maintaining superior return potential.
Multi-Strategy Growth is a blend of more growth-oriented strategies that may utilize more concentrated positions across global asset markets. This strategy offers enhanced return potential while reducing downside risk by moving to less risky asset classes and strategies during turbulent markets.
Multi-Strategy Income invests across income producing asset classes and seeks to produce consistent income in any market environment with minimal risk to the principal. Offers an actively managed income solution that protects against rising rates and inflation.