2018 Performance
Dear Investor, We are pleased that 2018 was a year that provided superior performance for our Tactical Asset Allocation strategies, relative to the S&P 500, MSCI ACWI as well as the Credit Suisse Hedge Fund indices. Our typical 2018 annual returns were in the +3-5% range for our GTAA as well as USTAA strategies. Our Read more ➝
Staying the Course
Despite the volatility around the “Trump trade”, our outlook on the US economy remains bearish. The US stock markets may take a breather given the extraordinary returns since November 2016, and specifically, the interest-rate sensitive sectors such as the financials, home-builders, utilities and REITs are subject to even more volatility in the days ahead. Monthly Read more ➝
Your Money
As a sophisticated investor, a strategy looking to both buy and sell asset classes including global equities, real estate, bonds, agricultural commodities, gold may be prudent given the upcoming divergence in central bank philosophies of various countries. Our global quantitative equity fund may help you manage global returns and risk better through our proprietary Read more ➝