Striking the balance between risk asset exposure and providing capital preservation is critical to preserving wealth and sustaining commitments over full market cycles.
Mitigating risk while remaining invested for growth are the hallmarks of our innovative and time-tested hedged equity strategy, our Defined Risk Strategy (DRS). As such, our suite fo hedged equity solutions are distinctly suited for institutional investors.
Our hedged equity approach is available in a range of asset classes (i.e. SPY, IWM, EEM, EFA, and GLD) and investment structures, including a LP structure, based on an institutional investor’s unique objectives, investment policy, and operating situation.
Custom portfolio overlays can be specifically tailored to accommodate spending obligations, cash flow needs, and return objectives.
With institutional share classes and bespoke institutional fee schedules, we strive to keep fees reasonable while delivering on diversification and consistent rolling returns.