Let's Talk Asset Allocation

Esoterica offers asset allocation solutions through separately managed accounts and investment products.

Our asset allocation solution rotates between global major asset classes, as market conditions suggest. There is always some segment of the market that is outperforming, and our asset allocation investment solution seeks to identify and capture this outperformance by dynamically adapting the risk profile to changing market conditions. The asset allocation solution seeks to generate S&P 500 equity-like returns, with less downside risk, where improved capital preservation is achieved through the dynamic allocation process.

We use a systematic approach to assessing the current macro environment from a variety of perspectives: both fundamental and technical. We focus on the behavior of high beta equities versus low beta, equal-weighted indices relative to capitalization-weighted indices, the activity within the credit markets, the conduct of interest rates, exchange rates, commodities, etc. We are looking for reinforcing “risk-on/off” signals. The investment philosophy is simple and intuitive: the more reinforcing the signal, the more aggressive our risk profile.

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