Hybrid Strategy
 |
DescriptionHybrid's objective is to achieve real, absolute returns (i.e. positive net of inflation) over any three-year period, regardless of market conditions.Our Hybrid holdings typically come from the 11 sub-sectors/styles we have defined in the alternative mutual fund universe through our own research (such as equity long-short, market-neutral, arbitrage, commodities, high-yield and bond hedge). As a result, Hybrid investing is similar to the approach employed by low volatility hedge fund-of-funds managers but without all the unfavorable characteristics of hedge funds or the limited partnership structure (e.g. - lock-up periods; illiquidity; lack of transparency; excessive leverage; high fees; high investment minimums and tax inefficiency). |
Fact SummaryInvestment Time Horizon:3 Years Current Investment Themes May Include:
Performance Benchmark: |