Strategies: Global Opportunities

A diversified commodities strategy investing across sectors like grains, metals, energy, and softs, seeking short- to mid-term trading profits over income or appreciation.

A global real estate strategy that invests primarily in non-U.S. real estate securities, including REITs, REIT-like entities, and, for qualified clients, direct international commercial real estate holdings.

An ESG global commodity equity strategy offering commodity-linked growth by investing in ESG-screened companies across agriculture, energy, metals, and other resource sectors.

An ESG international equity strategy focused on long-term growth through investments in ESG-screened companies across developed and emerging non-U.S. markets.

A diversified ESG strategy focused on long-term capital growth, excluding exposure to controversial sectors and emphasizing companies aligned with UN global compact principles and diversity standards.

A multi-currency strategy that invests across global currencies using money market instruments, derivatives, and cash, combining both systematic and discretionary currency trading approaches.

A conservative allocation strategy that invests 15% to 30% in equities, with the remainder in short to mid-term U.S. fixed income, rebalanced quarterly for stability and growth.

A moderate allocation strategy with 30% to 50% in equities and the remainder in short to mid-term U.S. fixed income, rebalanced quarterly to support growth and income.

A growth-focused allocation strategy with 50% to 70% in equities and the remainder in short to mid-term U.S. fixed income, rebalanced quarterly to maintain target exposure.

An aggressive allocation strategy with 70% to 85% in equities and the remainder in short to mid-term U.S. fixed income, rebalanced quarterly to preserve target mix.

A high-equity allocation strategy with 85% or more in stocks and the remainder in short to mid-term U.S. fixed income, rebalanced quarterly to maintain target exposure.

A hybrid strategy that invests in convertible bonds and preferred stock to capture equity-like upside while preserving some of the income and safety of traditional bonds.

A tactical allocation strategy that actively adjusts regional equity and bond sector exposures, targeting both growth and income with frequent, material shifts in positioning.

A conservative target date retirement strategy for retirees that balances stocks, bonds, and cash to provide steady current income throughout retirement, customized to client goals.

A world allocation strategy focused on capital appreciation and income through diversified exposure to stocks, bonds, and cash across developed global markets.

A region-focused growth strategy targeting long-term capital appreciation by investing primarily in equities across China, Taiwan, and Hong Kong.

A diversified emerging markets strategy focused on capital appreciation through broad exposure to equities—and select fixed-income securities—across Asia, Latin America, and other developing regions.

A Pacific/Asia strategy emphasizing equity exposure to developed and emerging markets across the region—including Japan, China, Australia, and other Pacific Rim countries—with the goal of long-term capital growth and geographic diversification.

An India Equity focused strategy seeking long-term capital appreciation through concentrated exposure to Indian markets, with limited fixed-income holdings.

A large-cap international equity strategy focused on developed non-U.S. markets, blending growth and value styles for long-term results with broad geographic exposure.

An international large cap growth strategy targeting developed non-U.S. markets, focused on high-growth companies with strong fundamentals and premium valuations.

An international large cap value strategy focused on developed non-U.S. markets, investing in slower-growth companies with lower valuations and higher dividend yields.

An international miscellaneous region strategy targeting smaller or overlooked regions with strong current or future economic potential, seeking long-term capital appreciation.

An international small mid blend strategy focused on smaller non-U.S. companies, seeking long-term capital appreciation through diversified exposure without a strong growth or value tilt.

An international small mid growth strategy focused on smaller, faster-growing non-U.S. companies with higher valuations, targeting long-term capital appreciation over income.

An international small mid value strategy targeting smaller, lower-priced non-U.S. companies with slower growth, focused on long-term value and income potential.

A Japan stock focused equity strategy seeking long-term capital appreciation by investing across companies of all sizes within one of the world’s largest stock markets.

A Latin America stock focused equity strategy targeting long-term capital appreciation through investments in major regional markets such as Brazil, Mexico, and Argentina.

A region-specific equity strategy focused on Pacific and Asian markets excluding Japan, emphasizing export-driven economies such as Hong Kong, Singapore, Taiwan, and Korea.

A diversified world stock allocation strategy seeking long-term capital appreciation through global exposure to equities and bonds, with a primary focus on the U.S., Europe, and Japan.

A Europe Stock focused equity strategy targeting developed and select emerging markets, aiming for long-term capital growth through diversified regional exposure.