Many traditionally-allocated portfolios are dominated by equity exposure, so how diversified is your portfolio, really? How did your portfolio perform in 2008? How will it perform during the next market downturn? The Valarian™ Four Seasons strategy seeks to provide diversification by adding potential return streams that behave differently from equities. The strategy is based on time-tested research by tactical asset allocation pioneers who found sustained success with a combination of stocks, bonds, commodities and other asset classes. The Valarian™ Four Seasons strategy is available as a separately managed account (“SMA”) for institutional investors, as a subadvisor to clients of investment advisors (requires trading authorization), or as signals for investment advisors who wish to retain trading control.
Key features of the Valarian™ Four Seasons strategy:
- Highly liquid, transparent investments
- Diverse asset classes
- Tactical strategy to minimize systematic risk
- Long or cash positions only