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 Resolute Strategy seeks to provide investment returns that correspond generally to the increase in the average US consumer’s cost of living, as represented by the CPI Index for All Urban Consumers (CPI Index).
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.