Alternative Return and Income
Income-focused total return strategy for investors seeking to grow their wealth primarily through income with low duration (interest rate) risk.
Our multi-strategy solution utilizes actively managed mutual funds to provide a liquid portfolio of alternative sources of return and high income while maintaining lower volatility, low duration (interest rate) and little-to-no commodity risk.
Active management
With an emphasis on sustainable yield and capital preservation, the portfolio invests globally across asset classes and investment strategy returns.
Return-focused manager selection
The portfolio is strategically built to have meaningful yield that strives to exceed the rate of inflation as well as current yields on traditional equities and bonds.
Liquid and tactical
SMA and UMA portfolio delivery is preferable to a pooled investment vehicle in order to deliver a high-quality investor experience at a lower cost.
Disciplined, repeatable process
- Over two-decades of dedicated, specialized firm experience researching and investing in third-party alternative funds, managers and strategies.
- Continuous research and due diligence process to select what we believe to be high-quality total return managers who provide returns in excess of those that can be explained by asset class risk factors.
- Managing risk and assembling a portfolio with a high degree of confidence in the investments to deliver meaningful and sustainable yield takes precedence over high advertised yield.
SNAPSHOT
Approach: Active, manager selection
Benchmark: HFRX RV: Multi-Strategy Index
Portfolio inception: August 2013
LITERATURE
TEAM
Patrick St. Denis, CAIA
Portfolio Manager
15+ years industry experience
David Ruffini
5+ years industry experience
