Portfolio Solutions

Portfolio Guidlines


Core Allocation

  • Beta oriented, seeks to engage in risk assets
  • Utilizes equities, fixed income and credit instruments
  • Long to medium term outlook, actively monitored and managed for appropriate changes

Tactical Allocation

  • Alpha oriented, long and short
  • Unconstrained ability to participate in all major asset classes
  • Shorter term outlook, actively managed based on outlook
PS 7

Alternatives Allocation

  • Expands investment universe beyond traditional asset classes
  • Lower correlation with major asset classes diversifies return stream
  • Can be used as natural hedge relative to core or tactical allocations


Allocation Framework


Allocation Framework Trans
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Since Inception


10 year Annualized Return (1/30/2020)


Beta vs S&P 500


Standard Deviation

Timber Point Portfolio Solutions Strategy Materials

Timber Point's Portfolio Solutions Strategy seeks superior risk-adjusted returns by allocating capital across a wide variety of global asset classes.

The strategy achieves this through:

  • Repeatable global asset allocation framework
  • A global portfolio solution that aims to achieve attractive returns at acceptable levels of risk
  • Integrated process of asset allocation, risk management and portfolio construction ensures consistency of portfolio returns relative to client objectives
  • Simple and transparent investment framework implemented with ETF's, Mutual Funds and individual stocks and bonds.
Asset 11

Fact Sheet

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


Investor Presentation

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



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

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Commentary Transparent

Q4 2020 Market Outlook

A very successful competitor asset manager in Boston famously produces a periodic report where they forecast expected real returns of various asset classes for the subsequent seven years. This report is often cited in the financial press and is held by many to be the standard of prudent long term thinking about opportunities across various investments and where wise, forward looking investors should allocate their monies. Unique asset classes are very often favored while run of the mill asset classes, such as US large cap stocks and bonds, are typically viewed as unattractive....

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