Strategy

Seeks capital appreciation and income generation by:

  • Dynamically adjusting exposure to US equities, debt securities, and other asset classes

  • Flexibly adjusting investment exposures across various asset classes, either directly or through other collective investments and Exchange Traded Funds (ETFs), with the goal of building an optimal risk/return portfolio in all market conditions 

  • Employing a disciplined investment process that draws on our global research platform and multi-asset capabilities.

Portfolio Management Team






Fund Literature