US Total Return
Our US Total Return strategy utilizes a top-down investment process based on the analysis of a wide range of economic, political, and sentiment drivers to formulate forecasts and develop portfolio themes. The investment strategy attempts to capitalize on style and sector cycles as they come into and out of favor.
The goal of our US Total Return strategy is to outperform its benchmark in any market environment. To accomplish this, we utilize a top-down investment process that focuses on the most important determinants of portfolio return: style, sector and stock selection. Strategy benefits include:
- The goal of achieving excess return in a variety of market environments
- A top-down process maximizing diversification benefits
- A broad mandate increasing opportunity set and the probability of beating the benchmark
INVESTMENT PROCESS AND PORTFOLIO ENGINEERING
Our US Total Return strategy attempts to add value via style and sector decisions as they come into and out of favor. Additionally, the strategy seeks to add value at the security level, but we believe traditional individual security research is most effective when used to complement higher-level portfolio themes, rather than as the sole focus of the investment process.
- Top-down process focuses on the most important determinants of portfolio return
- Economic, political and sentiment drivers shape portfolio themes
- Security selection levered to themes
