Strategy Overview

The Strategy uses a proprietary trend-following model to identify and act on prevailing market sentiment. Dynamic Growth rotates between two investment modes: Risk-On when markets are generally trending upward and Risk-Off when the trend reverses.

  • Designed for investors who seek equity-like returns but less than half the correlation to equity markets for increased portfolio diversification
  • Signal-based model with weekly cadence, designed to capture advancing market movements

Investment Objective

The Dynamic Growth Strategy is designed to tactically alternate between a Risk-On state in response to advancing equity markets and a Risk-Off state during times of market weakness. The Strategy is designed for investors who seek equity-like returns but wish to reduce the volatility and drawdown that comes with passive investment in equities

Dynamic Growth Strategy Materials


Quarterly Fact Sheet

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


Investor Presentation

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


Monthly Commentary

Read the latest Commentary from Kensington Asset Management