Strategy Overview

  • The Strategy will typically have exposure to both the equity and fixed income markets with flexibility to shift its overall asset allocation significantly to take advantage of prevailing market conditions.
  • The integration of our time-tested equity and fixed income approaches creates a unique system able to quickly pivot risk exposure by dialing equity and fixed income exposure up or down when deemed appropriate.
     

Investment Objective

The primary objective of the Kensington Active Advantage Strategy is to avoid drawdowns and participate in rising markets. The uniqueness of this Strategy is its ability to participate in multiple market segments (equity, fixed income, cash) simultaneously and at varying degrees of exposure.

Active Advantage Strategy Materials

Asset 1

Quarterly Fact Sheet

Most recent strategy returns, key statistics, exposures and holdings related data

Asset 2

Investor Presentation

Overview of our investment universe, philosophy, process and portfolio characteristics

Asset 1

Performance Analytics

Comprehensive analysis of returns and various performance-related statics since inception