Approach: A fundamental global equity  approach focused on identifying  mispriced public securities and  gaining some tactical sector  exposures via ETFs

Suitability:

• Individuals with long-term time horizons and growth goals related to equities
• USD base currency with currency hedged options for non-US investors

Approach: A multi-asset approach designed  to deliver higher risk-adjusted  returns based on a combination  of equity, fixed income, and  liquidity alternatives

Suitability:

• Individuals with long-term time horizons but also seeking additional asset-class diversification and less equity volatility

Approach: An active income-oriented  approach specializing in debt instruments and other attractive high yield options; protective downside risk limits

Suitability:

• More risk-adverse investors focused on target income needs
• Tax-deferred retirement accounts with higher withdrawal considerations
• Explicit protective measures
  

Approach: A concentrated portfolio designed  to enhance an investor’s ability to  achieve alpha less correlated  with broader markets; specialized  trading strategies; security  selection and potentially higher  trading turnover

Suitability:

• More active investors with higher risk tolerance
  
• Investors seeking diversification away from traditional market exposures
• Highly customized sleeves