Consistent Returns

How Can I Achieve Returns in Excess of Equities?

Equities tend to be at the core of investors’ risk budgets, but some active returns can be unreliable. Some investors have responded by allocating to low-cost indexing exposure.

But can investors afford to give-up on active equity altogether, and can they improve their core equity allocation?

A Dynamic Approach

Dynamic Equity’s 33-year track record demonstrates its durability and capacity to navigate a range of market environments.

  • Flexible, time-tested approach that seeks to outperform equities in different market environments.

  • Targets enhanced upside and seeks to protect capital in down markets.

  • Low correlation to traditional active strategies and factors/styles.

  • Seeks consistency of excess returns with a higher hit rate than traditional active strategies.

Past performance is not a guide to future performance. Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.