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

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 statistics since inception