Global Allocations Strategy

Strategy Overview

 

GTA 1

Description

  • Directional, global strategy incorporating, equities, debt, commodities, currencies and market hedging tools
GTA 2

Objetive

  • Seeks superior risk-adjusted returns by allocating capital across a wide variety of global asset classes
  • Targets moderate levels of total portfolio risk
  • Provide diversification benefits to a traditional portfolio
GTA 3

Universe

  • Global - All Asset Classes
  • Category: Morningstar Multistrategy
GTA 4

Risk Management

  • Core Allocation: 20% - 50%
  • Tactical Allocation: 20% - 60%
  • Hedges Allocation: 20% - 60%
  • Portfolio: ETFs, CEFs, Individual Securities, Derivatives

 

TP_Top10Award (3)
TP_Top10Award (1)
TP_Top10Award (2)
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5/1/2008

Inception Date

Global

Geographic Focus

GIPS

Compliance

Accessible

via Mutual Fund &  SMA

Strategy Materials

 

Fact Sheet

Most recent strategy returns, key statistics, exposures and holdings related data.

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Presentation-1

Investor Presentation

Overview of our investment universe, philosophy, process and portfolio characteristics.

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Analytics

Analytics

Comprehensive analysis of returns and various performance-related statics since inception.

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