Global Balanced

The Global Balanced strategy is focused on global equities with a dynamic asset allocation overlay. The strategy combines a top down approach to portfolio construction with a fundamental analysis equity research program. The strategy seeks to achieve long term capital appreciation through a diversified portfolio of mainly large cap global equities as well as global bonds, futures, options and other money market and foreign exchange instruments. A non-benchmarked approach to portfolio construction is taken but with an emphasis on diversification as part of its risk management process.