This strategy seeks to provide long-term capital appreciation over a full market cycle. More specifically, this strategy’s integrated approach seeks to produce returns that are greater than the Russell 2000 Small Cap Index over a full market cycle by investing in a concentrated portfolio of small capitalization stocks that have substantial quality and low volatility factor advantages. Fact Sheet>
This strategy seeks to provide favorable long-term total returns, through both capital appreciation and current income, by investing in equity securities of companies principally engaged in or related to the real estate industry, while also providing downside protection against major market declines. More specifically, this strategy’s integrated approach seeks to produce total returns that are greater than the U.S. real estate equity benchmark over a full market cycle by investing in a concentrated portfolio of real estate securities that have substantial quality and value factor advantages. It also seeks to limit downside risk through the application of a proprietary, market-timing hedge as a portfolio overlay. In summary, this strategy is a U.S. real estate focused stock investment strategy that provides the benefits of risk-controlled equity exposure. Fact Sheet>
This strategy seeks to provide long-term capital appreciation over a full market cycle while also providing downside protection against major market declines. More specifically, this strategy seeks to produce returns that are comparable to those of the S&P 500 Index over a full market cycle, with substantially lower downside risk, by combining an investment in the SPDR S&P 500 Index ETF (SPY) with the application of a proprietary, multi-factor market-timing hedge as a portfolio overlay. In summary, this strategy is a risk-controlled S&P 500 stock market index investment strategy. Fact Sheet>
This strategy is a composite or multi-strategy investment strategy that seeks to provide long-term capital appreciation over a full market cycle while also providing downside protection against major market declines. More specifically, this strategy’s integrated approach seeks to produce returns that are greater than the Russell 3000 U.S. Stock Market Index over a full market cycle, with lower downside risk, by investing in a combined allocation to our Multi-Factor Small Cap Strategy™ and Risk-Managed S&P 500 Index Strategy™. In summary, this strategy is a composite all-cap, U.S. stock investment strategy that provides the benefits of risk-controlled equity exposure. Fact Sheet>
This strategy is a composite, multi-asset investment strategy that seeks to provide moderate long-term capital appreciation over a full market cycle while also providing enhanced downside protection against major market declines. More specifically, this strategy’s integrated approach seeks to produce returns that are greater than those of a traditional 60% stock / 40% bond portfolio over a full market cycle, with lower downside risk, by investing in a combined allocation to our Multi-Factor Small Cap Strategy™, Multi-Factor Defensive Real Estate Strategy™ and Risk-Managed S&P 500 Index Strategy™, along with an allocation to short/intermediate term U.S. government bonds and gold. In summary, this strategy is a core, multi-asset investment strategy that combines the benefits of risk-controlled equity exposure with the additional security of U.S. government bonds and gold. Fact Sheet>
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