Flagship strategy with 28-year track record of providing compelling risk-adjusted returns in varying cycles.
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
To say the current market environment is challenging is an understatement. The sudden and vicious
nature of the decline since the S&P 500 peaked at an all-time high of 3,386.15 on February 19 has
been historically unprecedented in some ways. It took only thirteen trading daysfor the index to
plunge to 2,746.56 and inflict a -18.9% loss on investors.