Hedged Capital Preservation
DESCRIPTION: Attempts to provide a high level of income with limited growth by investing in 20% hedged US equities with defensive positioning into investment grade bonds and a 80% position in tactical high yield bond strategy.
PORTFOLIO POSITIONING: All in one portfolio construct for investors in accumulation phase and 1 year or less from distribution phase.
Hedged Balanced Income
DESCRIPTION: Attempts to provide a moderate level of income with a moderate level of by investing in 40% hedged US and international equities with defensive positioning into investment grade bonds and a 60% position in tactical high yield bond strategy.
PORTFOLIO POSITIONING: All in one portfolio construct for investors in accumulation phase and 2 years from distribution phase.
Hedged Balanced
DESCRIPTION: Attempts to provide growth with some income by investing in 60% hedged US and international equities with defensive positioning into investment grade bonds and a 40% position in tactical high yield bond strategy.
PORTFOLIO POSITIONING: All in one portfolio construct for investors in accumulation phase and 3 years from distribution phase.
Defensive Alpha Balanced
DESCRIPTION: Attempts to provide growth with a limited level of income in a hedged portfolio of 30% bonds and 60% global equity indices or low volatility stocks.
PORTFOLIO POSITIONING: All in one portfolio construct for investors in accumulation phase and 4 years or more from distribution phase.
Hedged Balanced Growth
DESCRIPTION: Attempts to provide growth with a limited level of income by investing in 75% hedged US and international equities with defensive positioning into investment grade bonds and a 25% position in a tactical high yield bond strategy.
PORTFOLIO POSITIONING: All in one portfolio construct for investors in accumulation phase and 4 years from distribution phase.
Hedged Growth
DESCRIPTION: Attempts to provide growth with income by investing in 80% hedged US and international equities with defensive positioning into investment grade bonds and a 20% position in tactical high yield bond.
PORTFOLIO POSITIONING: All in one portfolio construct for investors in accumulation phase and 5 years or more from distribution phase.
Unconstrained Hedged Equity
Invests in securities that seek to track global indices while maintaining an option hedge during rising markets but seeks to exit into fixed income investment or cash equivalents in the early stages of market declines. When markets begin to rebound, the strategy attempts to return to fully invested equity positions.
Tactical High Yield Bond
Is a high conviction high yield bond strategy that seeks to participate in high yield markets while attempting to reduce the risks of inflation and rising interest rates. During the initial phase of a declining market, the strategy seeks to exit from high yield markets into cash and/or cash equivalents to preserve capital and potentially generate above inflation growth.
Tactical Aggregate Bond
Is a high conviction bond strategy that seeks to participate in the growth of investment grade bond markets, TIPS and cash equivalents. During the initial phase of a declining market, the strategy seeks to exit into cash and cash equivalents to preserve capital