EMBRACE
DIVERSIFICATION
Stay on Track by Staying Diversified
Diversification can be especially valuable in turbulent and unpredictable markets. In addition to potentially helping reduce the overall risk and volatility of a portfolio, a diversified mix of asset classes and strategies that includes alternative investments may offer sources of positive expected return regardless of the broader market environment.
Uncommon Results Require Uncommon Strategies
To perform differently than the market, you need to invest differently. That’s why we offer solutions spanning alternative, hedge fund risk premia and multi-asset. Over time, our strategies aim to balance exposure to equity and fixed income markets while also seeking to deliver risk-adjusted returns.
Using local market expertise, the Fund seeks to invest in listed real estate and related businesses around the world. The fund emphasizes total returns and fundamentally driven stock selection, striving to be a diversifying solution for an equity allocation.
A defensive-minded approach to value investing, this Fund looks to invest in high-quality companies with strong management teams, stable balance sheets and durable competitive advantages that are trading at attractive valuations. The approach is meant to minimize downside risk while seeking to achieve higher returns over a full market cycle.
Unlike many moderate allocation funds that are constrained by static targets, the Fund may hold between 35% and 65% equities depending on market conditions. Leveraging an active asset allocation strategy, the Fund aims to defensively position ahead of anticipated market volatility while seeking strong risk-adjusted returns.
This Fund employs a systematic “dynamic beta” investment approach designed to adjust to changing risk environments. The fund seeks to deliver a smoother ride over time, mitigating market drawdowns while still providing upside potential.
Our Investment Approach is Driven by Bold Thinking
We believe in confronting uncertainty head-on – not merely reacting to change but finding opportunity in it. Hear from our investment professionals on how they apply this approach in their fundamental research, part of an ethos we call
Knowledge Shared.
Staying the Course through Market Volatility
How financial advisors can help clients overcome fear and statement shock during market volatility and stay on track toward long-term goals.
Read more
Uncorrelated alternatives: Multi Strategy
The past 20 years of hedge fund investing experience has been invaluable in evaluating and designing truly diversifying strategies that also meet the return objectives of institutional investors. David Elms, Head of Diversified Alternatives and Norbert Fullerton, Head of Institutional Client Strategy, EMEA discuss the case for multi strategy portfolios.
Read more
A Case for Multi Strategy
Learn how well-constructed ‘Multi Strategy portfolios’ can deliver on the original objectives of institutional hedge fund programs.
Read more