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.
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