Investment Solutions

Managed Account Strategies

Aggressive Growth

This strategy aims to construct a portfolio that delivers returns exceeding the general market index over a full market cycle. It is designed for investors with a long-term horizon who seek aggressive capital growth and are prepared to endure periods of large volatility and significant drawdowns.

Adventurous Growth

The goal of this strategy is to build portfolio to generate high returns. This strategy is suitable for investors who are looking for rapid growth in their portfolio with high tolerance to frequent periods of heightened volatility and drawdowns.

Diversified Growth

This strategy aims to deliver positive risk-adjusted returns by diversifying across multiple asset classes. It is designed for investors seeking to reduce their reliance on general equity market performance while maintaining a comparable return profile.

Absolute Return

This strategy focuses on achieving positive returns regardless of overall market movements. It is tailored for investors seeking consistent performance and capital preservation with a lower tolerance for the large drawdowns typically associated with equities.

Preservation-focused Strategies

Growth-focused Strategies

Enhanced Income

The goal of this strategy is to generate regular income and capital preservation in all market environments by employing sophisticated income focused options strategy and other market instruments.

Sensible Growth

This strategy aims to achieve market-like returns with significantly lower risk, delivering superior risk-adjusted performance over a full market cycle. It is designed for investors seeking steady capital growth while prioritizing capital preservation during market downturns.

Hedge Fund Strategies

US Opportunistic Alpha

Our US Opportunistic Alpha strategy is designed to capitalize on relative value opportunities within the market. The primary objective of this strategy is to deliver superior risk-adjusted returns over the market cycle. By identifying and exploiting patterns in pricing and return inefficiencies in securities across sectors, our approach aims to enhance portfolio performance while managing risk effectively. This strategy is ideal for investors seeking to achieve consistent, long-term growth by navigating the complexities of the market with a disciplined, risk managed approach that limits downside while participating in upside as markets rise.

US Market Neutral

The Market Neutral strategy is crafted to provide stable, risk-adjusted returns with minimal correlation to the general market. By balancing long and short positions across various sectors, this approach seeks to mitigate market volatility and protect against systemic risks. The goal is to achieve positive returns regardless of market conditions, making it a suitable choice for investors looking for a steady performance that is not dependent on market direction. This strategy is ideal for investors looking to add consistent alpha source to their portfolio that is independent of equity and fixed income asset classes.