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Tactical portfolio management

April 15, 2022

We have a time-tested process to provide you with a customized solution to suit your needs. It comprises three stages: understanding our clients’ objectives, long-term strategic asset allocation, and short-term tactical portfolio management.

Our time-tested process can provide you with a customized solution to suit your needs.

After developing a thorough understanding of your objectives, and informed by our research and analysis, we create a strategic investment portfolio to maximize expected returns within your tolerance for risk.

Finally, we implement our tactical process, which is designed to increase returns by managing your portfolio’s asset allocation. It is centered on our belief that short-term relative asset price changes are determined by economic growth expectations, and that price trends show predictable performance patterns depending on the phase of the business cycle.

Our asset allocation team, led by the firm’s Chief Investment Officer, focuses its research on identifying points when the economic growth momentum changes, which we believe lead to changes in asset pricing over a 12 month period. This research is used to determine forecasts for relative prices across a range of available asset classes. The chart below illustrates the typical stances we would adopt towards an asset allocation mix at different stages of the business cycle.

Typical asset allocation mix at different stages of the business cycle

Want to learn more?

Please get in touch to hear more about how we can tailor a strategic investment portfolio to maximize expected returns within your risk tolerance. 

Your Details

Catherine Dorazio
Managing Director
Business Development


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