Portfolio Solutions

Portfolio Guidlines

GTA 6

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
GTA 5

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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2005

Since Inception

5.66%

10 year Annualized Return (1/31/2021)

0.82

Beta vs S&P 500

9.6

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.

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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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Tree Moving Background2020-04-23 13-48-55-735-1 copy
Commentary Transparent

Q1 2020 Market Outlook

It goes without saying that 2020 was a historic year. The COVID-19 crisis which increasingly swept the world, had a dramatic impact across all aspects of society and life including economic life; resulting in the most bewildering and astonishing year reflected in the most amazing and extraordinary chart I’ve seen in my 30 odd years of following economies and markets. How about that for hyperbole?!?...

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