Alternate Investment Managers - cruised through June volatility
June was a pretty poor month for equities, S&P500 -2.10% & ASX All Ords -5.61%. We thought it was worth highlighting how our portfolio, of what we consider some of the best Alternate Investment Managers, performed in contrast. We are looking to make the point that they can be used to target constant returns, with less volatility than equity markets. What is particularly impressive is the comparison of standard deviation of returns since we started tracking in Jan 2015, 3.2% for the portfolio vs 11.01% for the S&P 500 and 14.02% for the ASX All Ords. To see results (VIEW LINK)
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Tom is a Founder and Head of Wealth Management. Since 2012, he has been running the Alpine Model Portfolios, focusing on macroeconomics and tactical equity positioning. These portfolios were initially created as a solution for "core wealth management" for Alpine's HNW clients, and are now openly available online through the website. Everything starts with the macro, and then we work back from there in terms of asset allocation and positioning for risk. We work with leading independent research providers and have a structured approach that has worked very well over time. Outside of the core portfolios, we look for opportunities in the small to mid-cap sectors of the market, where our experience can add value.
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Tom is a Founder and Head of Wealth Management. Since 2012, he has been running the Alpine Model Portfolios, focusing on macroeconomics and tactical equity positioning. These portfolios were initially created as a solution for "core wealth...
Expertise
Tom is a Founder and Head of Wealth Management. Since 2012, he has been running the Alpine Model Portfolios, focusing on macroeconomics and tactical equity positioning. These portfolios were initially created as a solution for "core wealth...
Expertise
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