The dynamic and responsive macro component invests globally in 10 major asset classes and 60+ sub-classes across equities, fixed income, and real assets.
The macro component also employs our active defensive which proactively exits falling asset classes to preserve capital and reduce risk, volatility and drawdowns.
Finally, our uncorrelated intra-day quantitative strategies trade long and short, targeting nimble profits in volatile markets.
The dynamic and responsive macro component (~85% allocation) invests globally in 10 major asset classes and 60+ sub-classes across equities, fixed income, and real assets.
The macro component also employs our active defensive which proactively exits falling asset classes to preserve capital and reduce risk, volatility and drawdowns.
Finally, our uncorrelated intra-day quantitative strategies trade long and short, targeting nimble profits in volatile markets.
– Daniel Taylor, Portfolio Manager & Founder
– Daniel Taylor, Founder
The first key is to avoid large losses that can take years to recover. Our Active Defense is designed to get out of downturns quickly and show significant profit by the time markets return to breakeven. This can reduce the severity and length of drawdowns and enable a return to profitable territory sooner and more often.
Down markets tend to be highly volatile. By working to avoid volatility, we can target smoother, more profitable growth. Our global diversification and strict defense can help us avoid volatile asset classes, allowing the positions that remain invested to grow – to stay invested when a market is more likely to be profitable and exit when growth is less likely and volatility is more probable.
Finally, our strategy is designed to perform well in many different environments: bull and bear, growth and recession, rising and falling rates. And our responsive approach is engineered to navigate the volatile paradigm shifts found in every market cycle (as seen in our full historical research, development and testing timeframe).
The first key it to avoid large losses that can take years to recover. Our Active Defense is designed to get out of downturns quickly and show significant profit by the time markets return to breakeven. This can reduce the severity and length of drawdowns and enable a return to profitable territory sooner and more often.
Secondly, down markets tend to be highly volatile. By working to avoid volatility, we can target smoother, more profitable growth. Our global diversification and strict defense can help us avoid volatile asset classes while allowing the positions that remain invested to grow – to stay invested when a market is more likely to be profitable and exit when growth is less likely and volatility is more probable.
Finally, our strategy is designed to perform well in many different environments: bull and bear, growth and recession, rising and falling rates. And our responsive approach is engineered to navigate the volatile paradigm shifts found in every market cycle (as seen in our full historical research, development and testing timeframe).
