Portfolios

Portfolios

Our Alternative Investment Strategy Portfolios are managed to achieve the highest level of return for a given level of risk. They have no asset class constraints so they may be broadly diversified or more narrowly focused. They seek to achieve their objectives through: dynamic asset allocation, superior mutual fund selection, skillful combination of funds and ongoing portfolio management.
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  • absolute return
     

    Absolute Return

    This is a conservative portfolio that may shift between being broadly diversified among many asset classes to being more highly concentrated in asset classes that we believe present the best prospects for return relative to their expected risk.

     
  • absolute return plus
     

    Absolute Return Plus

    This is a moderate portfolio that may shift between being broadly diversified among many asset classes to being more highly concentrated in asset classes that we believe present the best prospects for return relative to their expected risk.

     
  • focused opporunities
     

    Focused Opportunities

    This is an aggressive portfolio that may shift between being broadly diversified among many asset classes to being more highly concentrated in asset classes that we believe present the best prospects for return relative to their expected risk.

     

 

Performance Objectives

Portfolio Long Term Return
Objective		 Expected Range of
Annual Returns		 Benchmark*
Focused Opportunities 10% -20% to +53% S&P 500
Absolute Return Plus 8% -10% to +30% HFRX Global HF Index
Absolute Return 6% -2% to +15% HFRX Abs Return Index

*See Notes for more information about each benchmark.