Outperform a traditional aggregate bond index by tactically positioning fixed income investments through a lens guided by economic discipline. The goal is to create a more opportunistic approach to various fixed income investments that would traditionally be subject to substantial interest rate movement risk.
We believe a fundamental perspective paired with quantitative execution will result in long-term outperformance.
- Tactical ETF Selection – Fixed income investments span various durations as well as issuer and credit quality. Alternative allocations to traditional fixed income highlight a broad range from commodities to currencies, as well as inverse positioning.
- Risk Management – Provide investors with a wider, more diversified asset class range than a traditional fixed income portfolio.
- Consistency – Aim to provide investors conservative growth with reduced volatility due to investment choice flexibility and an attempt at low correlation.