Agile, never on autopilot.
Most asset managers employstrategic investing – a constant, static allocation mix of cash, bonds, and stocks. In turn, investors find themselves in a cycle of gains and losses.
Tactical investing adjusts allocation as the market changes. This means smoother performance, so you reach your goals with less worry.
Staying on top of market conditions.
Balancing risk with opportunity, we grow wealth during expansions, and preserve it during recessions. By adjusting risk over the economic cycle, we can mitigate the large portfolio losses typical of strategic investing.
Long-term thinking to endure the journey.
Recognizing trends, we adjust our asset, country, currency, sector and security allocation to suit market conditions. We leverage hedge overlay strategies for our portfolio as an additional too to drive performance while protecting capital.