• Managed for total return.
  • Tactically managed and globally asset allocated towards segments of the capital markets that offer superior fundamentals, favorable valuations and suitable risk characteristics.
  • Focused on delivering a combination of capital appreciation and investment income above global equity and bond markets over the course of a full investment cycle.
  • Highly risk sensitive and as market conditions warrant the portfolios can adopt a defensive posture by allocating capital to government securities or by raising significant cash positions.
  • Does NOT incorporate environmental, social, and governance (ESG) factors and considerations as a primary objective, although the strategy may from time to time take ESG into account and could include select ESG investments based on fundamental economic and market views.