The Fair Weather Strategies Global Strategy seeks to outperform a custom benchmark on a risk-adjusted basis over the long-term. The custom benchmark is composed of 80% MSCI ACWI Total Return Index and 20% S&P GSCI Total Return Index, rebalanced monthly.
US Large Cap
The Fair Weather Strategies US Large Cap Long / Flat Equity Strategy seeks to outperform the S&P 500® Total Return Index on a risk-adjusted basis over the long-term. The strategy seeks superior risk-adjusted returns by avoiding investing in certain stocks during periods of high downside volatility.
The Fair Weather Strategies Sector Strategy – inception date Oct 1st 2018 – coming soon.
The Fair Weather Strategies Conventional Aggressive Strategy provides investors with cost-effective exposure to a conventional portfolio mix of asset classes, that on balance, are popular with investors seeking growth.
The Fair Weather Strategies Conventional Conservative Strategy provides investors with cost-effective exposure to a conventional portfolio mix of asset classes, that on balance, are popular with investors seeking principal preservation and income.
This strategy takes positions in a variety of equity, fixed income and commodity asset classes. Vehicles utilized to gain exposure to these asset classes are primarily Exchange Traded Funds (ETFs). The strategy combines both a passive investment strategy for some holdings along with an active, risk managed approach for others.