Striking the balance between risk asset exposure to generate returns and providing sustainable income is critical to fulfilling the mission over full market cycles.
To achieve long-term objectives and fulfill an impactful and enduring mission, institutions must endure many market cycles and overcome some unique funding and spending challenges going forward.
In 1997, we developed the Defined Risk Strategy (DRS), a proven approach to generating consistent returns and protecting capital—two keys to long-term success and an enduring legacy.
We are in the business of shepherding futures.
We embrace the opportunity to meaningfully support your mission.
“By actively seeking to not lose big, we believe that investors will be better off in the long run.”
Buy, Hold, and Hedge
Our distinct investment philosophy drives our Always Invested, Always Hedged process.
The Defined Risk Strategy Process — Transparent, Repeatable, Disciplined
The DRS was launched in 1997 to provide investors with a better way to invest over full-market cycles—generate consistent returns and protect irreplaceable capital.
So how’d we do?
The success of our Defined Risk Strategy prompted us to apply it across multiple products and assets, providing investors with additional opportunities to use this time-tested approach.
Learn more about the available DRS investment structures, the strategy, portfolio implementation or other questions, feel free to contact our institutional consultants.