Our Portfolio Management team is focused on delivering strong risk-adjusted returns for our clients. We do this through a dedication to both fundamental and quantitative research of equities, bonds and alternative assets.
Our investment portfolios are customized to meet the needs of our clients, with considerable attention paid to diversification, risk, cost, tax efficiency, and transparency—core elements of disciplined portfolio management strategies.
A portfolio with an investment objective of capital preservation with a secondary goal of current income.
The Fixed Income Portfolio invests in a diversified and broad mix of fixed income ETFs and Mutual Funds that have exposure to various economic sectors, issuers, term structures, regions, and currencies. The portfolio has a flexible mandate that allows the 6 Meridian Investment Team and underlying portfolio managers to deliver on the strategies objective. The objective is to produce current income with a secondary goal of capital appreciation. The strategy will operate with a duration profile beyond that of the Short Duration Portfolio and will be diversified globally across developed and emerging market countries. The longer duration of this portfolio makes it subject to more interest rate risk, meaning it can see larger moves on a day-to-day basis relative to other fixed income products such as cash or the Short Duration Portfolio.
A globally-diversified portfolio that seeks to deliver superior risk-adjusted returns over the index through the implementation of GTAA. The investment objective of the portfolio is total return.
A globally-diversified portfolio that seeks to deliver superior risk-adjusted returns over the index through the implementation of GTAA. The investment objective of the portfolio is total return.
Covered call strategies provide an alternative to traditional, long-only equity strategies while historically delivering similar returns and lower volatility than the S&P 500.
Through investing in funds that are priced at high discounts to their underlying net asset values we expect to capture above-average returns due to a combination of a) increases in the value of the assets held by the funds, b) dividend & interest payments, and c) narrowing of the net asset value discounts.
A diversified portfolio of approximately 240 equally-weighted stocks, with an equal investment in the lowest beta stocks in each of the S&P large-cap, mid-cap and small-cap indices.
A concentrated portfolio of fewer than 60 stocks that seeks to deliver superior risk-adjusted returns over the index. The investment objective of the fund is capital appreciation.
An ideal portfolio to complement other equity investment strategies.
A diversified portfolio of between 85 and 95 stocks that seeks to deliver superior risk-adjusted returns over the index. The investment objective of the fund is capital appreciation.
An ideal portfolio to complement other equity investment strategies.