Investment Consultants
For institutional consultants seeking single asset class strategies, we invite you to examine our Large Cap Core Equity and our Large Cap Equity Income strategies. These portfolios are traditional long-only equity portfolios seeking to outperform their benchmarks over a market cycle through intensive research, quantitative expected return modeling, and moderate security and sector concentration.

For institutional consultants seeking hedged equity strategies, we invite you to examine our two Hedged Equity strategies: the Active Buy-Write portfolio and the Long Stock-Long Index Puts portfolio. Both of these strategies seek to either enhance equity market returns, buffer market volatility, limit portfolio downside risk, or all three. These strategies trade off some upside return potential for the return enhancement and risk reduction.

For institutional consultants seeking a strategy that offers principal protection with participation in rising equity markets, we invite you to examine our Principal Protection Strategies. These strategies combine fixed income investments with equity derivatives to create a portfolio that offers a component to limit downside risk at the maturity of the fixed income instrument while participating in equity market appreciation through the use of equity options. These strategies also limit upside potential in return for decreased downside exposure and greater certainty of a positive return over the term of the investment.