Tactical Asset Allocation Overlay Strategy

The strategy strives to manage shorter-term risks and capture value-added opportunities through a proprietary, systematic, tactical asset allocation process that typically focuses on idiosyncratic opportunities driven by biases in investor behavior.

Products offered
  • Separate Account

Competitive advantages

Advanced portfolio construction

The team uses proprietary risk-based portfolio construction techniques that are transparent, diversified, efficient, and robust.

Tactical asset allocation (TAA)

The team is one of the longest-tenured global TAA managers, with a proven track record of adding value for clients since 1980.

Downside risk management

Innovative risk management strategies since 2015 have helped preserve capital while considering cost, consistency, and reactivity.

Our team
Meet the investment team

The team’s culture is a differentiating strength and includes a rich variety of backgrounds, thinking, and complementary skill sets.

Contact Us

We look forward to helping you with your investment needs