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Robustly Managed

Two very important aspects of our investment process include: 1) tactically shifting equity exposures into countries and sectors which show value; reducing or increasing bond duration or credit risk depending on the macro climate and interest rate outlook; 2) monitoring and rebalancing the portfolio to target weightings using a combination of quarterly and percentage of portfolio rebalancing. This can help ensure that we buy low and sell high as bonds and equities can perform differently at varying stages of the economic cycle.

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