These strategies seek to meet or exceed equity market returns while realizing significantly less volatility.
|Investment Process*||Focus on low risk companies with sound fundamental properties. Build a low risk portfolio with broad, stable sector diversification|
|Low Volatility LargeCap+||Russell 1000® Index||January 2008|
|Low Volatility SmidCap+||Russell 2500TM Index||January 2019|
|Low Volatility SmallCap+||Russell 2000® Index||January 2011|
|Low Volatility Long/Short LargeCap+||Russell 1000® Index||January 2008|
*Investment results are not guaranteed, and there is no guarantee that a strategy’s objective will be met. Investing in securities involves risk of loss of both income and principal that investors should be prepared to bear. Long/short investing can be riskier than long-only investing, since both the long and the short sides can simultaneously lose value.
This is a partial list of Martingale Low Volatility strategies. Contact us for more information.