We utilize a Core and Satellite approach that aims to balance the risk and return of various assets in order to achieve the client's stated objectives.
In Traditional Portfolios, the Core consists primarily of low-cost index ETFs that provide broad exposure to mature asset classes throughout the world and create a ballast for the Satellite holdings.
Satellite holdings can be thought of as a tactical overlay, they include individual stocks, thematic investments, sector bets and event-driven ideas but tend to be more volatile than Core holdings.
Megatrends are secular trends expected to fully develop anywhere between 5-20 years in the future and provide a broad framework to find specific investments. Currently, our main areas of focus include: