angle-left null Dynamic Global ex-US Equity

Dynamic Global ex-US Equity

Active Equity Global
  • Benchmark MSCI ACWI-ex U.S.
  • Inception Date July 2018

Strategy Overview

The Firm's Dynamic Global ex-US Equity Strategy seeks to outperform the MSCI ACWI ex-U.S.® Index while maintaining a similar level of market risk over the long term. The investment process applies traditional capital market theory and firm's asset allocation approach to dynamically allocate across Global Equity Indexes (excluding the U.S.), the Bloomberg Barclays Long Treasury Index, and cash. It utilizes a proprietary asset allocation model that identifies long term asset class return, risk, and correlation expectations to construct a risk efficient portfolio that is expected to outperform the MSCI ACWI ex-U.S. index. All decisions regarding the portfolio are based on forward-looking expected returns and current market factors. Defensive signals are designed to mitigate downside risk. Exposure to the Equity Indexes and the Bloomberg Barclays Long Treasury Index are gained via index funds and exchange traded futures and options. There is no active security or sector selection. The maximum combined gross exposure to stocks and bonds is 150%.

Please note that all investment strategies involve risk.