Solutions

This is a snapshot of each of our solutions. Click on the Factsheet for each solution to get the key facts. For a more detailed explanation of the workings of each strategy click through to the strategy page on the "Learn more" link.

XiAlpha-500 Tactical Solution


Getting the big picture right on market exposure is generally the largest contributor of your portfolio returns. We manage market exposure using a proprietary framework to assess the market reward/risk profile.

 

 FACT-SHEET

 

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Safe Haven Real Estate Solution


Invest in high-quality listed real estate entities in select foreign safe-haven countries to deliver long-term income and capital appreciation, while providing diversification for US based investors.

 

 FACT-SHEET

 

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Actavest Opportunities Solution


Multi-strategy - US equities. Fallen Angels strategy invests in companies where negative investor sentiment is inconsistent with fundamentals. Our long/short option strategy seeks to purchase call or put options on equities that we expect may experience an outsize move over the short term.

 FACT-SHEET

 

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