Tactical Balanced Composite
Strategy Overview
Our Tactical Balanced Strategy offers clients a dynamically managed balanced portfolio with the flexibility to pursue growth, income, or capital preservation depending upon our assessment of the macroeconomic and geopolitical investment climates.
Investment Objective
Our objective is to deliver clients superior risk-adjusted returns with minimal potential for volatility and capital drawdowns. This is a sophisticated and unconstrained big picture investment strategy that provides diverse exposure to global asset classes and makes frequent use of hedges.
Composite Description
The Tactical Balanced Composite presents the average aggregate performance for all client portfolios following our Tactical Balanced strategy during a given period. It is calculated monthly, net of all fees, on both an equal weighted and an asset weighted basis. The inception date for this strategy is June 1, 2009.
Performance Information
Information is current through December 31, 2011.
Click any of the below to download:
- Current Factsheet (pdf)
- Cumulative Return
- Monthly Return Distribution
- Recommended Asset Mix
- Risk & Return vs. Benchmarks
- Strategy Correlation to Equities
Benchmarks:
- Globe and Mail Tactical Balanced Peer Index
- Scotia Capital Canadian Hedge Fund Performance Index