About this Portfolio
The Global Equity Managed Account seeks risk-adjusted long-term growth through a global tactical, equity-only portfolio. The strategy uses quantitative indicators and macroeconomic analysis to emphasize or de-emphasize global equity market segments, including potentially overlooked opportunities where capital may be scarce.
Why Invest in this Portfolio
Top-down macro research
Ongoing analysis of corporate profits, liquidity, investor sentiment and valuation guides positioning across global equity markets.
Flexible global equity allocation
Uses 5–30 ETFs to target opportunities by size, style, industry, geography and investment theme, with the flexibility to hold up to 30% cash.
Risk-aware portfolio construction
Manages diversification based on asset correlations, uses strategic allocation guardrails and analyzes underlying ETF holdings to control portfolio and stock-specific risks.
Asset Allocation Guidelines
The strategy’s allocation is based on a long-term neutral policy of 100% equity but has the flexibility to go up to 30% cash.
- Equity: 70% to 100%
- Cash: 0% to 30%
| Asset class | Minimum | Neutral | Maximum |
|---|---|---|---|
| Equity | 70% | 100% | 100% |
| Cash | 0% | 0% | 30% |
