Optimizing Alternative Investments
SEEK ALTERNATIVES OPTIMIZATION
Tools and consultation aiming to better structure portfolio performance
Alternatives can offer important diversification. But too often, returns may be lower than what clients are seeking.
SEEK STABLE PORTFOLIOS FOR ANY MARKET
1. Maximize Diversification: Combine low correlation returns from specialized strategies.
2. Seeks Stable Returns: Striving for consistent performance across diverse markets.
3. Downside Risk Management: Potentially reduce risk without sacrificing returns in various market conditions.
4. Access to New Opportunities: Gain exposure to different strategies and sources of return.
WHY CHOOSE LONGBOARD?
In today’s unpredictable economic environment, traditional investment strategies may fall short. Here’s why we believe an optimized alternatives approach is essential:
Seeks to Provide Resilience during Market Declines: Our approach targets high single-digit returns with low correlation and offers better downside management during severe or prolonged equity market declines.
Preparation for Inflationary Periods: We help investors prepare for potential inflationary periods, drawing on historical lessons from the 1910s, 1940s, and 1970s.
Alternative to Highly Correlated Assets: Optimized alternative portfolios provide a potential solution, complementing or replacing highly correlated assets as a risk reducer in the portfolio.
Seeks Outperformance: Historically, our approach has offered higher returns and greater diversification compared to many alternative strategies, reducing risk without sacrificing returns.