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

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Quarterly Fact Sheet

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

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Investor Presentation

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

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Monthly Commentary

Read the latest Commentary from Kensington Asset Management