Active investing offers the chance to outperform through high quality portfolios that are relatively resilient.
The formula for resilient investing consists of two critical elements: pricing power and recurring revenues.
Owning high quality, resilient businesses helps us persevere through downturns.
Seeking to keep volatility within a pre-set range helps maintain a portfolio’s resilience over time.
Companies that diversify and localize their supply chains are likely to be more resilient investments.
Representing the most unconstrained form of active management, hedge funds can offer differentiated sources of return and add resilience to portfolios.
Achieving Active Resilience
Investment managers across a range of strategies describe how they seek to achieve active resilience in the portfolios they oversee.
What Kind of Active Resilience Is Right for You?
It depends. If you are willing to assume more risk in exchange for the potential of greater participation in rising markets, explore the options in the ‘Resilient Alpha’ tab. To potentially mitigate losses in a market downturn, explore the options in the 'Resilient Durability' tab.
"Resilient Durability" funds seek to weather down markets better than their benchmarks.
"Resilient Alpha" funds seek to outperform in rising markets. They generally have more aggressive risk profiles.