Navigator® Alternative

Navigate the Markets with Liquid Alternatives

Allocation
APPROACH

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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