Conservative Growth Strategy (50% Equity – 50% Fixed Income)

The Portfolio mainly invests its assets in fixed income and alternative exchange-traded funds (ETFs) selected from the global investment opportunity set. The Portfolio is anchored with a strategic asset allocation using our proprietary capital market expectations for the next several years. We complement our strategic asset allocations with tactical asset allocations that attempt to take advantage of the near-term opportunities that exist in every market.

INVESTMENT APPROACH:

  • We pursue global investment opportunities beyond the traditional “style box” approaches. We implement our investment themes primarily utilizing exchange-traded funds (ETFs) for diversification, specificity and cost control.
  • We anchor our portfolios with strategic asset allocations that are based on our proprietary capital market expectations for the next 3-5 years.
  • We complement our strategic asset allocations with tactical asset allocations that attempt to take advantage of the near-term opportunities that exist in every market.
  • We overlay our proprietary Cash Indicator to help identify periods of time when it may be advantageous to temporarily raise our cash allocation to 25% or 50% of the portfolio so that we might be able to redeploy the cash in the future at lower market valuations.

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