Stock selection through long and short stock positions and active management of the portfolio’s market exposure may reduce portfolio volatility and help to minimize loss during market downturns.
Strategy has historically produced returns exhibiting moderate correlation to broad equities and relatively low correlation to fixed income, providing greater diversification to help mitigate risk.
Our time-tested investment process draws upon 17 years of long short experience and proprietary analytical and risk management tools with the goal of delivering attractive returns per unit of risk.
Institutional Clients and Consultants
Joseph Lavin, CIMA
Senior Vice President
Intermediary Channel and Sub-advisory