Built for Multiple Market Environments
AP20 is a strategy designed for clients that seek to achieve capital appreciation over a full market cycle while attempting to reduce the volatility within the strategy. AP20 utilizes the same proven, 4-step process of Advance & Protect and allows increased market exposure due to a larger risk budget. The objective is to participate in advancing markets and to limit volatility in sideways to negative markets. The tactical nature of AP20 allows the Investment Committee to include a wide range of styles and strategies with a focus on reduced volatility and total return over market cycles – both short-term and long-term.
- Investors must emphasize risk management
- Managers need to use a larger playbook and broaden the range of investment options
- Combines fundamental research conducted by internal team of analysts with technical and quantitative data to ensure adequate risk protection