Search
Jan 24
Sound judgements about allocations to fixed income and inflation assets can be made using the principles within the Dynamic Duration Fund
Policymakers face substantial challenges anticipating future inflation rates. Our analysis, however, suggests that sound judgments about...
Jan 18
What does the Uncorrelated Strategies Fund look like in 2024 and why might investors benefit from including it in their portfolios?
Tom Boyle, Fund Manager, provided his thoughts as part of our Annual Review last month. Tom also provides an example of the investment...
Jan 12
The Balanced Return Fund performance update webinar
"What makes the Balanced Return Fund so unique is its defensive construction, targeted use of derivatives, and systematic implementation...
Jan 10
How good are we at meeting expectations and delivering the returns we say we will?
At the end of 2023, Jim May and Freddie Blackwell reflected on the Defined Returns Fund, which finished the year up 11.5%.* Jim discussed...