Investment Strategies
We focus on the bookends of the risk spectrum and offer two distinct strategies:
- Marco Absolute Return (MAR)
- Focused Equity Portfolio (FEP)
MAR is a tactical asset allocation strategy focused on preservation and growth. The MAR portfolio is built with the intent that investors will avoid large downturns in bear markets and provide risk adjusted growth in bull markets. MAR will usually include positions across a diverse range of asset classes and utilize hedging strategies to limit market risk.
FEP is a tactical equity strategy with a goal of beating its benchmark index on both the upside and downside. FEP will invest in only equity related investments and is primarily for investors looking to maximize return.
We can create hybrid portfolios for investors utilizing both strategies above. We can also create portfolios related to MAR and FEP that follow specific mandate considerations.