The Four Quadrants portfolio is strategically designed to offer a risk-balanced exposure to global asset classes.
The fund maps asset classes across the four quadrants of possible economic activity. The underlying portfolio holdings are geographically diversified, and highly liquid.
The fund’s strategy is based on the assumption that under any given economic environment, certain sets of assets should provide returns, while others may underperform. The combination of the above economic diversification and a proprietary risk-weighting methodology results in a portfolio that provides improved risk-adjusted returns across a range of economic environments. A tactical element attempts to provide an additional element of risk control to remove asset classes which are in a bear market.
The result is a cost-effective portfolio that attempts to improve short- and long-term performance, safety and reliability relative to traditional approaches.