Ways to hold inflation risk deliberately.
Several of the strategies we manage. Each exists to do the same job: put inflation exposure in the portfolio on purpose rather than by accident.
The strategies below differ mainly in how much volatility you are willing to carry to get inflation sensitivity, and in how you want to own it. Each can be delivered as a separate account, a commingled vehicle, a TAMP strategy, through 40 Act subadvisory, or white-labeled under your own brand.
The strategies we manage.
This is not the whole of what we do. A meaningful part of the business is bespoke work for exposures that no standing strategy addresses: wage inflation, regional price baskets, option-like CPI payoffs. If that is closer to your problem, start with how we work instead.
US CPI Tracking Strategy
Most inflation protection asks you to accept commodity-scale volatility to get CPI sensitivity. This strategy was built to remove that trade-off, and has been run against monthly CPI for five years.
Read moreFour Real Dynamic Multi-Asset
Four Real allocates across equities, inflation-linked bonds, commodities and cash using two durable signals: a real yield tilt and a relative-value tilt.
Read moreFocused Real Assets (RAS-F)
RAS-F rebalances monthly across commodity indices, gold, TIPS and cash. Momentum screens out asset classes that are falling; proprietary value measures size what remains.
Read moreDiversified Real Assets (RAS-D)
RAS-D optimizes a momentum sub-strategy and a value sub-strategy separately, then allocates between them according to the prevailing volatility regime.
Read moreDefend Your Money.
Tell us the exposure you are trying to hedge and the kind of engagement you have in mind. We respond to every inquiry personally.
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