This company describes their disciplined approach to investing:
.......by adhering to a disciplined buy and rotate strategy, we can outperform buy and hold portfolios and generate absolute returns for our clients over a multi-year investment cycle.
How do we do this?
By focusing on the direction of inflation expectations as the key driver of asset class returns.
When inflation expectations rise, that coincides with a favorable environment for stocks relative to bonds. When inflation expectations fall, bonds tend to outperform.
Source:
Pension Partners, LLC - The Inflation Rotation Manager
Link: http://www.pensionpartners.com/philosophy.php
.......by adhering to a disciplined buy and rotate strategy, we can outperform buy and hold portfolios and generate absolute returns for our clients over a multi-year investment cycle.
How do we do this?
By focusing on the direction of inflation expectations as the key driver of asset class returns.
When inflation expectations rise, that coincides with a favorable environment for stocks relative to bonds. When inflation expectations fall, bonds tend to outperform.
Source:
Pension Partners, LLC - The Inflation Rotation Manager
Link: http://www.pensionpartners.com/philosophy.php
No comments:
Post a Comment