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Why Core

We bring a differentiated investor experience, by attempting to deliver potentially positive returns in up, down, or sideways markets, while maintaining a dedicated risk management process.

Consistent
Performance

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Strategy shown to produce positive returns during sustained equity uptrends and minimize correlations during times of equity volatility

Volatility
Management

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Options strategies used to reduce overall volatility, and minimize drawdowns experienced by broader equity markets

Diversification

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Low correlation to traditional asset classes and to other alternatives serves to complement to existing allocations

Experienced
Investors

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Portfolio managers with 35+ years of combined industry experience, working together since 2008. Our Core strategy was born from this collaboration

Disciplined
Execution

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All-weather strategy that is market agnostic and avoids common problem of implementation fluctuations

Liquidity

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Transparency and multiple layers of daily liquidity from an ETF structure built on the most liquid and widely traded stocks and derivatives in the world, creating a strategy with unconstrained capacity

Complementary
Asset Allocation

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Balanced risk/return component fits well with a fixed income and equity portfolio or with a tactical alternatives allocation

Perspective

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Original thinking, honed by decades-long experience in alternative investments, seeing and analyzing what others miss

Differentiated

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Standing apart from even the industry's outliers, offering an approach like absolutely nothing else available to investors