Traditional diversified portfolios allocate across asset classes and geographies, to mitigate overall risk. We enhance this approach by integrating our “Energy Addition” and “Adaption and Resilience” theses, and related investment themes. We believe this approach improves long-term risk adjusted returns.
Changes in global systems are amplifying existing risks, creating new problems and dilemmas, and presenting opportunities. However, most portfolios, especially if they are passively allocated, ignore growing vulnerabilities and leave performance on the table.
We specialize in identifying active managers that 1) integrate forward-looking philosophies and dynamic datasets into traditional strategies such as large cap equities; and/or 2) create innovative thematic strategies beyond the confines of style boxes that can thrive in our evolving world.
Our solutions are vetted according to our rigorous, institutional quality diligence process and aim to deliver above average risk-adjusted returns. Tax management tools are also available for our Unified Managed Accounts (UMAs) and Separately Managed Account (SMA) offerings. All investment solutions are available via the Adhesion platform.
