Benchmark: S&P 500 INDEX
The S&P 500 Index includes 500 of the largest publicly traded companies in the U.S. and is widely regarded as the best single gauge of large-cap U.S. equities. The index covers approximately 80% of available market capitalization.
A large-cap blend strategy offering broad U.S. equity exposure, balancing growth and value stocks across major sectors to mirror overall market performance.
A thematic equity strategy focused on niche or emerging sectors not covered by traditional categories, including global water, solar power, clean energy, and alternative technologies.
A long-short equity strategy that dynamically adjusts long and short exposure based on macro views and bottom-up research, with at least 75% allocated to equities or related derivatives.
A multi-strategy alternative approach that combines several alternative investment tactics, with flexible positioning and gross short exposure typically exceeding 20%, adapting over time to market conditions.
A thematic equity strategy focused on niche or emerging sectors not covered by traditional categories, including global water, solar power, clean energy, and alternative technologies.
A long-short equity strategy that dynamically adjusts long and short exposure based on macro views and bottom-up research, with at least 75% allocated to equities or related derivatives.
A multi-strategy alternative approach that combines several alternative investment tactics, with flexible positioning and gross short exposure typically exceeding 20%, adapting over time to market conditions.