The Strategy seeks to capture satisfying results across a wide-range of income producing securities while utilizing a two-fold approach to risk management:
Seek to limit downside risk by employing a risk-mitigating, quantitatively driven exit strategy whereby portfolio exposure would be shifted to money market and/or U.S. Treasury securities.
Kensington Diversified Income Strategy seeks to generate stable above average total return, benefiting from a combination of dividend income plus capital appreciation, with low drawdowns. The Strategy seeks to invest in a broad range of income producing asset classes.
Most recent strategy returns, key statistics, exposures and holdings related data
Overview of our investment universe, philosophy, process and portfolio characteristics
Comprehensive analysis of returns and various performance-related statics since inception