Equity Strategies

Hedged Equity

DESCRIPTION: Attempts to provide growth by investing in a hedged portfolio of US and international equity indices with a defensive positioning into fixed income.

PORTFOLIO POSITIONING: Designed for a comprehensive equity allocation to a portfolio and as the long term growth needs component in distribution planning.

Managed Risk Blueprint

DESCRIPTION: Seeks to provide growth with downside risk management through exposure to equity indices with an actively managed option hedge and partial defensive positioning into investment grade bonds.

PORTFOLIO POSITIONING: Designed for either the full US equity allocation to a portfolio design or to be complemented with a Non-US Large long-only low cost beta equity strategy and as the long term growth needs component in distribution planning.

Defensive Alpha Equity

DESCRIPTION: Attempts to provide growth by investing in a hedged portfolio of US and international equity indices with a defensive positioning into low volatility stocks.

PORTFOLIO POSITIONING: Designed for either the full equity allocation to a portfolio design or to be complemented with a risk managed equity strategy and as the long term growth needs component in distribution planning.

Hedged Equity
Unconstrained Hedged Equity 98%
Money Market 2%
Managed Risk Blueprint
Option Hedged Equity 80%
Money Market 2%
Unconstrained Hedged Equity 18%
Defensive Alpha Equity
Defensive Equity 98%
Money Market 2%

Designed for Every Market Cycle

The Toews strategies are designed using our core building blocks which are specific investment criteria that make up the funds and strategies offered:

Defensive Equity – invests in securities that seek to track global equity indices while maintaining an option hedge. The strategy seeks to exit to defensive, low volatility stocks in the early stages of market declines. This strategy is designed to potentially participate in rising markets, while attempting to reduce the risk of losses in declining markets.

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.

Option Hedged Equity – strategy that invests in securities that seek to track the S&P 500 Index while maintaining a multi-layer option hedge to manage risk and potentially capitalize on falling markets.