Invests across global asset classes including stocks, bonds, currencies and commodities seeking to create a portfolio that can deliver potential excess returns while managing downside risks in volatile markets.
Dynamic Value is a concentrated U.S. value equity strategy. The strategy seeks to identify and dynamically manage exposure to Value stocks (cheapest) and Anti-Value stocks (most expensive) based on their relative attractiveness.
Invests across global asset classes, including stocks, bonds, currencies and commodities, seeking to exploit inefficiencies between markets, regions and sectors aiming to deliver returns in excess of the benchmark.
Seeks total return, targeted to be in excess of inflation, through capital appreciation and current income. Typically invested in “Core Real Assets” including inflation bonds (TIPS), gold and gold miners, commodities and commodity equities and “Other inflation-related assets and themes.”