Seeks steady absolute return with low volatility and low correlations to both equity and fixed income
The strategy provides balanced exposure to a broad range of alternative strategies and seeks to deliver consistent absolute returns with low correlation to equity and fixed income markets (less than 60%), low volatility (less than 8%), and high Sharpe Ratio (greater than 0.6).
Michael Byrum, CFA
Risk Considerations: Past performance is not a guarantee of future results. Investing involves risk, including the possible loss of principal. There is no guarantee that any investment strategy will achieve its investment objectives or is suitable for all investors. Diversification does not ensure profit nor protect against loss. Every asset class is subject to various risks that affect their performance in different market cycles. Fixed income investments are subject to certain risks including market, interest-rate, issuer, credit, and inflation risk. Equity investments are subject to market risk or the risk of loss due to adverse company and industry news, or general economic decline. Alternative investments are subject to market risk, currency risk, foreign investment risks, liquidity risks, higher fees and expenses, regulatory restrictions, and volatility due to speculative trading and use of leverage.