Everything we do, from our investment philosophy to our process and investment decisions, is to serve the best interests of long-term investors in a way that Wall Street hasn’t.
We believe Modern Portfolio Theory, or diversification by asset allocation, is limited and only part of the solution, and that stock selection or market timing is difficult to consistently execute over time to outperform the market. In addition, we believe the dynamics in the capital markets have been fundamentally redefined by sustained central bank activism, along with longer-term challenges created by fiscal policy, technological, and demographic trends.
Institutional investors are seeking options to tackle these challenges in the capital markets, such as rising interest rates and inflation, tightening domestic monetary policy, and mounting geopolitical risks. As such, alternative investments and non-traditional strategies are increasingly in demand.
Our suite of globally diversified, hedged equity investment solutions are distinctly suited to help institutional investors address these challenges and meet their long-term needs and objectives.
By remaining Always invested, Always hedged’ our time-tested hedged equity approach seeks participation in upside moves in equity markets while mitigating losses in bear markets, attempting to smooth returns over full market cycles so investors remain invested and on track towards their goals.
Our investment management team, leaders in hedged equity and options strategies, are dedicated to helping investors grow and protect wealth.