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 have to invest differently. That’s why we offer solutions spanning both alternative and hedge fund risk premia. Over time, our strategies aim to realize low net exposure to equity and fixed income markets while also seeking to deliver attractive risk-adjusted returns.

Global Real Estate Fund

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.

Mid Cap Value Fund

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.

U.S. Managed Volatility Fund

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.

Market GPS: Out of the Goldilocks Zone?

David Elms, Head of Diversified Alternatives, offers insight into where he sees opportunities in the alternatives space heading into 2020.

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Market GPS: Corporate Debt and the Need for Alternatives in 2020

The end of the corporate debt boom could spell trouble for equities and create demand for alternatives that offer diverse sources of returns.

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Three Reasons Investors Should Consider Global REITs

In a slow-growing, low-yielding environment, global REITs can provide a valuable source of income, diversification and liquidity.

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