Investment Products

We offer three different portfolio strategies:

  • Global Macro Portfolio—A portfolio of 20-40 long positions and 20-40 short positions, each up to 100% of capital. Further capital of up to 50% may be invested in hedging positions. Total gross leverage is therefore 200%-250%.
  • Multi-Strategy Portfolio—A portfolio of 20-40 long positions.  Total positions, including hedges, are limited to 100% of capital.  Suitable for IRAs.
  • Custom Core PortfoliosPortfolios of 10-25 long stock and bond positions customized to achieve the risk and return objectives of the client.  Designed to complement our two alternative strategies.  Suitable for IRAs.