Investment Overview
Strategy Description
We take an active approach to our tactical strategy, seeking to deliver alpha while on offense instead of relying on defensive shifts for performance. We systematically seek out high-performing companies with capital appreciation opportunity and an attractive price relative to that opportunity.
Key Investment Objectives:
* Greater long-term upside capture through sustained bull market participation and full equity allocations for multi-year, continuous time periods
* Less whipsaw by making fewer defensive shifts
* Capital preservation in bear markets
* Risk hedging against short-term market weakness and whipsaws
* Alpha potential from active stock investing
Awards
Awards