Dynamic Risk Hedged Global Growth Strategy

The composite represents an investment designed for long-term capital appreciation. The strategy allocates risk primarily across five U.S. equity factors, developed and emerging markets, and U.S. Treasuries. The strategy also has the ability to take inverse positions and use cash to manage overall risk. The strategy is implemented primarily using exchange traded funds (ETFs) domiciled in the U.S.

Go to Dividend Equity

Step 1


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

Step 2


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

Step 3

Monitor Threats


  • The holdings can respond to threats on an ongoing basis

Result → consistent returns while mitigating losses