Dynamic Risk Hedged Global Growth Strategy

The strategy’s primary objective is long-term growth of capital. In general, the strategy will allocate capital to global equities and Treasuries based on a risk budget. Roughly 95% of total portfolio risk is allocated evenly to five U.S. equity factors – momentum, value, size, quality and volatility, and geographic regions outside the U.S. Roughly 5% of total portfolio risk is allocated to U.S. Treasuries. The strategy dynamically allocates as the correlations and volatilities of the underlying exposures changes over time.

Go to Dividend Equity

Step 1

Identify

  • Underlying holdings
  • Fees
  • Liquidity
  • Commitment of ETF provider

Step 2

Allocate

  • Risk is evaluated every day
  • The allocation is adaptive to daily risk levels

strategy-3

  • The holdings can respond to threats on an ongoing basis

Result → consistent returns while mitigating losses