The strategy seeks to provide reduced exposure to equity markets and low correlation to traditional asset classes while maintaining the potential for long-term returns.
What is the Hedged Equity Strategy?
• Uses a custom methodology to select long positions in equity, fixed income, and alternative securities that are consistent with the objectives of the strategy.
• Utilizes both strategic and tactical asset allocation to determine the investment composition of the strategy.
• The goal is to generate positive risk-adjusted returns and lower correlation to broader market movements.