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 need to invest differently. That’s why we offer solutions spanning alternative, hedge fund risk premia and multi-asset. Over time, our strategies aim to balance exposure to equity and fixed income markets while also seeking to deliver risk-adjusted returns.


Global Real Estate Fund

Overall Morningstar Rating™ out of 184 Global Real Estate Funds, based on risk-adjusted returns. As of 09/30/2020.

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

Overall Morningstar Rating™ out of 391 Mid-Cap Value Funds, based on risk-adjusted returns. As of 09/30/2020.

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

Overall Morningstar Rating™ out of 1229 Large Blend Funds, based on risk-adjusted returns. As of 09/30/2020.

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.


Balanced Fund

Overall Morningstar Rating™ out of 638 Allocation-50% to 70% Equity Funds, based on risk-adjusted returns. As of 09/30/2020.

Unlike many moderate allocation funds that are constrained by static targets, the Fund may hold between 35% and 65% equities depending on market conditions. Leveraging an active asset allocation strategy, the Fund aims to defensively position ahead of anticipated market volatility while seeking strong risk-adjusted returns.

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.

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An update on real estate markets and the investment implications of the coronavirus as the pandemic spreads across the globe.

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