Navigator® Alternative
Navigate the Markets with Liquid Alternatives
This strategy seeks to provide meaningful diversification by investing in alternative asset classes. Alternative asset classes may help to reduce volatility when added to a portfolio of traditional asset classes.
Seek to achieve a greater level of diversification than is possible in a traditional stock and bond portfolio
One of the basic tenets of investing is to spread out portfolio risk by diversifying investments across multiple asset classes. This strategy can add low correlated assets to an existing portfolio.
Aims to increase the risk adjusted return of the entire portfolio
The core portion of the portfolio is focused on alternative strategies which emphasize risk-adjusted returns and lower volatility compared to traditional broad-based equity and fixed income indices.
Incorporate non-correlated asset classes into the broader portfolio
The explore portion of the strategy seeks to provide targeted, opportunistic exposure and seeks alpha generation.
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Related Insights
Market Updates
Market Update — Rate Cut Disappointment!
December 19, 2024
As expected, the Federal Reserve cut the overnight lending rate by 0.25% yesterday.
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Monthly Moves
Monthly Moves: Charting Our Strategies, November 2024
December 11, 2024
Post the U.S. presidential election, U.S. equities experienced their strongest month of the year and are on track to deliver the strongest annual performance for the S&P 500 in 25 years, with investor sentiment at the upper end of the historical range. Momentum continues to lead across market caps as investors focus on quality companies with strong margins and profitability.
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Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, November 2024
December 11, 2024
New all-time highs were achieved for the major U.S. equity indices in November. The Russell 2000 Index even participated, passing its prior high from 2021 after market leading monthly gains. See Table 1 for November 2024, YTD, and calendar year 2023 results.
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