SOLUTIONS & MULTI-ASSET

Managing Downside Risk with Global Macro Strategies

Amid concerns about potentially unsteady and down markets, we believe two of the strategies employed by global macro managers are particularly worthy of consideration today: tail risk and long volatility.

SOLUTIONS & MULTI-ASSET

Risk as a starting point — not an afterthought

Dazzling investment returns make good headlines─as do spectacular investment crashes. But seldom do we read stories about funds that excel in controlling volatility while delivering strong, competitive returns. Yet managing volatility is the key to surviving a sharp market downturn.

SOLUTIONS & MULTI-ASSET

Long-Short Equity Strategies - "Hedging" Your Bets

Faced with market uncertainties, investors may be seeking ways to de-risk. Long-short equity strategies have the potential to provide steady gains even in down markets.

ACTIVE FUNDAMENTAL EQUITY

Lessons from a 21-year-old Warren Buffett

Investing in high-quality companies—at the right price—may grow investors' wealth while potentially providing a level of reassurance in falling markets.

SOLUTIONS & MULTI-ASSET

Alternative Risk Premia: Taking Control of Your Exposures

ARP have the potential to mitigate downside risk, while in many cases still generating positive returns in a liquid and costefficient way.

FIXED INCOME

The Real Problem with Low Yields

Fixed income plays a special role in managing risk because it tends to be a safer, more liquid and less volatile asset. We still think that is largely true, however, there is a catch. Traditional bond strategies may be less effective in acting as a hedge and also have less appreciation potential than when yields were higher.

ACTIVE FUNDAMENTAL EQUITY

Our Formula for Earnings Resilience

In our view, "the formula" for successful investing consists of two critical elements: pricing power and recurring revenues.

Strategies to Consider

To put some of these ideas to work in your portfolio, here are some strategies to consider. All have a history of mitigating risk during market downturns.*

Counterpoint Global Team

Global Advantage Fund

Share Class Z

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115%

01/13–12/19

95%

Growth of 10K

$22,696.00

$18,308.00

01/13–12/19

65%

01/13-12/19

42%

Growth of 10K

$16,316.00

$19,796.00

01/13-12/19

International Equity Team

Global Brands Fund

Share Class I

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83%

10/00–12/19

52%

Growth of 10K

$73,292.00

$26,926.00

10/00–12/19

76%

04/16–12/19

53%

Growth of 10K

$15,076.00

$15,151.00

04/16–12/19

91%

11/11–12/19

-4%

Growth of 10K

$15,556.00

$11,371.00

11/11–12/19

International Equity Team

Global Quality Fund

Share Class Z

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98%

08/13–12/19

83%

Growth of 10K

$19,148.00

$17,508.00

08/13–12/19

International Equity Team

Global Sustain Fund

Share Class Z

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97%

06/18–12/19

72%

Growth of 10K

$12,340.00

$11,604.00

06/18–12/19

Counterpoint Global Team

US Advantage Fund

Share Class I

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92%

06/18–12/19

79%

Growth of 10K

$44,200.00

$34,752.00

06/18–12/19

 

Investing involves risk including the possible loss of principal. There is no guarantee that any investment strategy will work under all market conditions, and each investor should evaluate their ability to invest for the long-term, especially during periods of downturn in the market.

The Upside or Downside capture ratio measures the portfolio’s performance relative to the market in up or down markets. A market is considered down if the return for the benchmark is less than zero and up if the return is greater than or equal to zero. The Downside Capture Ratio is calculated by dividing the portfolio’s return during the down market periods by the return of the market during the same periods; for periods greater than one year, returns are annualized. The Upside Capture Ratio is calculated by dividing the portfolio’s return during the up market periods by the return of the market for the same periods; for periods greater than one year, returns are annualized.

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