Global Allocations Strategy
Strategy Overview
Since 2008, the Timber Point Global Allocations Strategy has sought superior risk-adjusted returns by allocating capital across a wide variety of asset classes.
Description
- Directional, global strategy incorporating, equities, debt, commodities, currencies and market hedging tools.
Objective
- Seeks superior risk-adjusted returns by allocating capital across a wide variety of global asset classes.
- Targets moderate levels of total portfolio risk.
- Provide diversification benefits to a traditional portfolio.
Universe
- Global – All Asset Classes
- Category: Morningstar Multistrategy
Risk Management
- Core Allocation: 20% – 50%
- Tactical Allocation: 20% – 60%
- Hedges Allocation: 20% – 60%
- Portfolio: ETFs, CEFs, Individual Securities, Derivatives
Hedge fund performance as ranked by the BarclayHedge's database
Hedge fund performance as ranked by the BarclayHedge's database
Hedge fund performance as ranked by the BarclayHedge's database
This fund was ranked based on the data in Barclay Hedge's hedge fund database
This fund was ranked based on the data in Barclay Hedge's hedge fund database
Hedge fund performance as ranked by the BarclayHedge's database
This fund was ranked based on the data in Barclay Hedge's hedge fund database
This fund was ranked based on the data in Barclay Hedge's hedge fund database
This fund was ranked based on the data in Barclay Hedge's hedge fund database
Hedge fund performance as ranked by the BarclayHedge's database
5/1/2008
Inception Date
Global
Geographic Focus
GIPS
Compliance
Accessible
via Mutual Fund & SMA
Strategy Materials
Fact Sheet
Most recent historical returns, key statistics, exposures and holdings related data.
Investor Presentation
Overview of our investment philosophy, process and portfolio characteristics.