About this Portfolio
The Macro Allocation Moderate Aggressive Managed Account seeks long-term capital appreciation through a diversified global portfolio with a higher allocation to equities. Using a proprietary macro investment framework, the strategy actively positions across markets and asset classes to pursue growth opportunities as economic and market conditions evolve.
Why Invest in this Portfolio
Growth-oriented portfolio construction
Maintains a higher strategic allocation to global equities for investors seeking greater long-term capital appreciation potential.
Profit-cycle driven investing
Asset allocation decisions are guided by a proprietary framework that evaluates corporate profits, liquidity and investor sentiment to identify opportunities across global markets.
Enhanced growth potential
Maintains a higher allocation to global equities while preserving the benefits of diversified portfolio construction.
Asset Allocation Guidelines
The strategy’s allocation is based on a long-term neutral policy of 65% equity and 35% fixed income.
But it has the flexibility to go +/- 15%:
- Equity: 50% to 80%
- Fixed Income: 20% to 50%
- Cash: 0% to 15%
