Table of Contents
Seeks a return of T-Bills + 5% to 7% while targeting 8% to 12% volatility over a market cycle‡
Systematic, factor-based investment processes harness fundamental drivers of performance to seek to deliver consistent returns over a market cycle
- Broad opportunity set: Invests long and short across global equity, fixed income, commodity and currency markets
- Seeks to balance capital growth with downside mitigation
- Provides diversified sources of return, avoiding equity or bond risk concentration
- Complementary to traditional asset classes
There can be no guarantee that this objective will be achieved.
‡ A full market cycle is 3-5 years.