Allocation Strategies
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HybridStyles that exhibit low volatility and low correlation to the broad markets.Hybrid Investing is similar to the multi-manager approach used by absolute return hedge funds-of-funds. The difference is that we use mutual funds and other traditional, highly-liquid investment vehicles that employ hedge fund-like strategies. By doing this, we hope to deliver to the investor a competitive risk-reward profile as compared to absolute return hedge funds. |
Alternative to the following traditional strategies
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Concentrated EquityEquity styles that pursue long-term growth of capital using a very limited number of holdings (typically 30 or less).The managers chosen are usually focused on finding companies they can own a piece of for a long time. They tend to favor conducting thorough company research over analysis of short-term market factors. While each manager's relatively small number of holdings may produce greater short-term volatility than a broad-based strategy, we attempt to lower portfolio volatility by diversifying among a group of managers. We may also buy short-index securities as a hedge in perceived periods of high market risk. |
Alternative to the following traditional strategies
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Global CycleStyles targeting securities that seek to capitalize on long-term trends identified by Emerald's research team.We believe some of these themes will take place over many years, even decades. This strategy often involves investing in areas of the markets that exhibit high short-term volatility. While the themes are expected to play out over a long period, we do recognize that it may be helpful to increase or decrease our position in a particular theme over time. We may also buy short-index securities as a hedge in perceived periods of high market risk. |
Alternative to the following traditional strategies
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