Dynamic Portfolio Approach

In 2008, Richard Oberuc and Philip Nehro identified that investors wanted a different investment approach that provided the following:

  • Targeted performance that provides for equity-like returns and bond-like risk, i.e. minimizes portfolio losses while striving to achieve strong returns.

  • A tactical investment strategy that does not rely on technical market trend following, but does rely on fundamentals of the economy and the markets on an adaptive basis.

  • A quantitative rules-based investment process that removes emotion in making investment decisions.

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