White paper

Sep. 25, 2018

Managing Expectations

White paper — Managing Expectations

Drawdown Scenarios and Swan DRS Performance Analysis

Human behavior, much like markets, is cyclical. Often, as a lengthy benign or bull period persists, a sense of complacency begins to creep into the markets.

In our opinion, the perfect time to consider what investors can do about market risk is before markets sell-off.

One of the best ways to help investors understand the Defined Risk Strategy (DRS) and to form reasonable expectations for how our strategy performs in market sell-offs is to examine the DRS performance in previous periods of market duress.

Research from this Author