Global Allocations Strategy
Strategy Overview
Since 2008, the Timber Point Global Allocations Strategy has sought superior risk-adjusted returns by allocating capital across a wide variety of asset classes.
Description
- Directional, global strategy incorporating, equities, debt, commodities, currencies and market hedging tools.
Objective
- 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.
Universe
- Global – All Asset Classes
- Category: Morningstar Multistrategy
Risk Management
- Core Allocation: 20% – 50%
- Tactical Allocation: 20% – 60%
- Hedges Allocation: 20% – 60%
- Portfolio: ETFs, CEFs, Individual Securities, Derivatives
Hedge fund performance as ranked by the BarclayHedge's database
This fund was ranked based on the data in BarclayHedge's Database of hedge fund managers
This fund was ranked based on the data in Barclay Hedge's hedge fund database
Hedge fund performance as ranked by the BarclayHedge's database
Hedge fund performance as ranked by the BarclayHedge's database
This fund was ranked based on the data in Barclay Hedge's hedge fund database
Hedge fund performance as ranked by the BarclayHedge's database
This fund was ranked based on the data in BarclayHedge's Database of hedge fund managers
This fund was ranked based on the data in Barclay Hedge's hedge fund database
Hedge fund performance as ranked by the BarclayHedge's database
Hedge fund performance as ranked by the BarclayHedge's database
This fund was ranked based on the data in Barclay Hedge's hedge fund database
This fund was ranked based on the data in Barclay Hedge's hedge fund database
Hedge fund performance as ranked by the BarclayHedge's database
This fund was ranked based on the data in Barclay Hedge's hedge fund database
This fund was ranked based on the data in BarclayHedge's Database of hedge fund managers
This fund was ranked based on the data in BarclayHedge's Database of hedge fund managers
This fund was ranked based on the data in BarclayHedge's Database of hedge fund managers
5/1/2008
Inception Date
Global
Geographic Focus
GIPS
Compliance
Accessible
via Mutual Fund & SMA
Strategy Materials
Fact Sheet
Most recent historical returns, key statistics, exposures and holdings related data.
Investor Presentation
Overview of our investment philosophy, process and portfolio characteristics.
Karol Krucinski, CFA is a Director of Portfolio Management at Timber Point Capital Management and Fortis Capital Advisors where he co-manages investment strategy implementation and portfolio construction while leading the firm’s Direct Indexing platform and trading oversight. His client work encompasses developing customized portfolio solutions and analysis of complex investment scenarios including concentrated positions and tax-sensitive transitions. Karol’s experience spans quantitative analysis, portfolio optimization and risk management across diverse asset classes.
Kirsten Stainer has extensive experience managing institutional and private investor relationships while structuring and leading capital formation efforts across both debt and equity strategies. In addition to her experience in real estate, Kirsten has led Series A and B raises at Founders Fund and Battery Ventures backed startups and scaled enterprise revenue streams with teams at JPMorgan Chase and Clearwater Analytics.
Manish Shah, J.D. has decades of experience investing across the capital stack and various alternative investment classes. He has served as a principal and manager of numerous real estate investments, including control equity, preferred equity, mezzanine and senior debt investments. His prior experience includes the turnaround of a publicly traded company (acquired NYSE: EMR) where he was responsible for business and real estate acquisitions and divestitures.