Trend equity strategies seek to capture a significant portion of broadly diversified equity market growth over a full market cycle while reducing the impact of severe and prolonged market declines.
ABOUT THE MANDATES
Risk Managed U.S. Sectors is a large-cap U.S. equity portfolio that employs trend-following techniques within a sector-based allocation framework.
Risk Managed Global Sectors is a large-cap global (U.S., international, and emerging markets) equity portfolio that employs trend-following techniques within a sector-based allocation framework.
Risk Managed Small-Cap Sectors is a small-cap U.S. equity portfolio that employs trend-following techniques within a sector-based allocation framework.
U.S. Factor Defensive Equity is a U.S. equity strategy that overlays trend following signals over an equity portfolio allocating in a diversified set of style premia (value, low volatility, quality, momentum, and size).
Newfound/ReSolve Robust Equity Momentum is a global equity portfolio that employs ensemble momentum and trend-following techniques within a regional (U.S., foreign developed, and emerging markets) allocation framework. (Index: NRROMOT)
PERFORMANCE & INVESTMENT INFORMATION
For information on how to invest in these strategies, click here.
With our research index, our intent is to help establish theory, increase conviction of the investment philosophy through historical evidence, acknowledge downside risks, and invite conversations about what makes different implementations unique.
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