Moderate Allocation Strategy : Overview

The moderate allocation strategy aims to preserve capital while investing in both stocks and bonds.

We take a disciplined approach, only acting on opportunities that are in line with our core mission and reflect a careful balance of return and risk. And we strive to remain flexible in order to capitalize on market events when we see fit. By capitalizing on mispriced assets, we’re able to deliver real results.

Strategy Statistics

As of March 31, 2017
Total net assets (in millions) $118.2
Investment types: This strategy invests in both equities and bonds.
Status: Open to new investors
Minimum new account size: $25 Million
This strategy is also available as a mutual fund.