Strategies.

Multi-Asset (PPP)

Provides efficient exposure to multiple asset classes while seeking consistent returns with downside protection and inflation hedge – similar risk characteristics to Risk Parity, TAA, and Macro/CTA with superior outright and risk-adjusted performance.

U.S. Hedged Equity

Seeks to capture more than 70% of the upside performance of the S&P 500 while limiting the downside performance to less than 50% - similar risk characteristics to low-vol equity and long/short equity with superior outright and risk-adjusted performance.

U.S. Ironbound (RPE)

Objective is to enhance returns with uncorrelated risk premium while reducing equity market risk and enhancing cash flow yield – similar risk characteristics to high-yield and long/short credit with superior outright and risk-adjusted performance.

Global Hedged Equity

Seeks to capture more than 70% of the upside performance of the ACWI while limiting the downside performance to less than 50% - similar risk characteristics to low-vol global equity and long/short equity with superior outright and risk-adjusted performance.

Global Ironbound (GRPE)

Objective is to enhance global returns with uncorrelated risk premium while reducing global equity market risk and enhancing cash flow yield – similar risk characteristics to global high-yield and long/short credit with superior outright and risk-adjusted performance.

Beta One Equity

Targets 100% of the upside performance of the S&P 500 while seeking to limit the downside performance to less than 80%.