Multi-asset

Growth Balanced Strategy

The strategy pursues total returns by using a multi-manager approach to principally invest in a portfolio of equity and fixed income securities, including small-company stocks, international stocks, and inflation-indexed bonds.

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.

Investment approach

Laser focused on investor outcomes

A comprehensive range of strategies enables portfolio growth, preservation, and income generation.

The team manages a wide range of multi-asset investment strategies, including absolute return, benchmark-relative, income, overlays, and liquid alternatives.

Expertise in implementing bespoke solutions.

The team works closely with the Solutions team to deliver exceptional, customized solutions that attempt to achieve their clients’ desired outcomes.

A transparent, robust, and efficient process guides portfolio construction.

The team uses an innovative risk-based portfolio construction approach to balance risk across growth, inflation, and interest rates to the greatest extent possible.

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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.

View Team
Petros

Petros Bocray

Portfolio Manager
Travis

Travis Keshemberg

Portfolio Manager
Contact Us

We look forward to helping you with your investment needs

 

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