Institutional Investors

We serve institutional investors through separate accounts as well as investment products (exchange-traded funds, mutual funds).

Esoterica’s core offering is an asset allocation solution that rotates between global major asset classes. There is always some segment of the marketplace that is outperforming, and our asset allocation solution seeks to identify and capture this outperformance by dynamically adapting the risk profile to changing market conditions.

The asset allocation solution not only seeks to outperform the 60/40 benchmark but also to generate S&P 500 equity-like returns, with less downside risk, where the improved capital preservation is achieved through the dynamic allocation process.

Esoterica’s equity research teams – based in the U.S. and China – seek out companies that are at the forefront of the new digital economy. One of the transformational drivers of change is 5G and the companies that are capturing the most value from it.

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