We firmly believe that the best way to create and sustain long-term wealth is to:
- Protect principal in down markets; and
- Generate competitive returns in all but the most cyclical or speculative up markets.
Where protection and participation meet®
We strive to generate a specific, asymmetric pattern of returns over time with a portfolio that demonstrates a down-market capture considerably less than its up-market capture.
By creating an intersection of protection with participation, we provide an opportunity for better-than-market performance over an economic cycle with less-than-market risk.
Our goal is to create significant alpha over time versus benchmarks and peers through the combination of losing less than the benchmark during bear markets and performing near the benchmark in bull markets.
