Active management is
focused on full
not just the bull
ADVANTAGES OF ACTIVE MANAGEMENT
Not restricted to a calendar
Responsive to market conditions
Focus on targeting and managing an acceptable level of risk
Seeks out the market leaders rather than investing in
We provide dynamic risk-managed strategies that can be utilized to respond to shifting market environments striving for competitive returns while reducing risk through all market cycles
"everything" all the time
Beating the market is not what dynamic risk-managed investing is all about; rather, it is an under-utilized portfolio complement of defensive tools. If the investor can reduce losses, performance will usually take care of itself over a full market cycle if the investor has more money to invest when the market comes back. With dynamic risk-managed investing, allocations can change when necessary with strategies designed to help investors reach their individual investment goals.
Simple arithmetic demonstrates that it’s more important to strive to be protected from losses on the downside than to try and squeeze out every ounce of upside potential. Year after year, cycle after cycle, losses really add up.
Market cycles across a half century
While investors tend to focus on gains during bullish trends, the market has been in either a bear or sideways market for nearly half of the past 60 years. Passively managed portfolios simply do not possess the tools needed to take advantage of opportunities presented in each market environment.