Global Tactical
Mandate (GT)
Investment Objective
Recent market gyrations showed the importance of tail-risk mitigation.
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Well-diversified strategic asset allocation will deliver the horse work for investors over the long term, still leaving them exposed to tail risks (statistically, equity investors are exposed to a near 20% loss every 20 years).
A defensive strategic allocation can reduce this tail risk but will invariably compromise long-term expected returns.
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Our Global Tactical Mandate (GT) offers a hybrid solution mitigating the potential for catastrophic losses in the short term while pursuing the attractive long-term target returns from optimized strategic asset allocation, tactical adjustments, and security selection.
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We deploy our active manager skills with various techniques tracking central banks, sentiment, investment flows, trends, and momentum.
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We track correlation and volatility patterns to detect regime changes and reduce risks on a timely basis.
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We invest solely in highly liquid securities and financial futures, allowing rapid risk mitigation strategies.
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We rely on sophisticated and integrated risk management technology (value-at-risk, tracking error) to monitor and manage our market exposure.
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The GT mandate is our response to challenging market conditions, requiring constant vigilance.