We believe using an all-weather approach is the most effective way to prepare for a wide range of market environments, while still producing meaningful investment returns with limited downside risk.
- An all-weather approach is an asset allocation methodology that diversifies across geographic regions, asset classes, and investment styles.
- This approach helps investors navigate prolonged equity market declines, inflation, and negative real returns from bonds due to low interest rates.
- Historically, an all-weather approach has achieved higher returns than equities, with lower volatility, and smaller declines.
The Multi-Asset Fund
The Standpoint Multi-Asset Fund utilizes complementary investment strategies in an all-weather approach with the goal of improving portfolio performance by seeking uncorrelated returns, minimizing declines, and adding global diversification.
Global Equity Strategy
Globally diversified and tax efficient strategic equity exposure
Invests in domestic and international equity ETFs
ETF Investment Universe includes: Americas, Europe, Asia, and Pacific
Global Futures Strategy
Helps to potentially reduce drawdowns and volatility by delivering uncorrelated returns
Invests in 70+ futures markets around world
Futures Investment Universe includes: equities, bonds, currencies, and commodities
Investing involves risk, including loss of principal. There is no guarantee that the fund will achieve its investment objective. Diversification does not ensure a profit or guarantee against loss. Short selling involves unlimited loss potential. For a more detailed description of the risks involved in investing in the Fund, including ETF, futures, and global investing risk, please see below.
Exact 50/50 split for illustrative purposes only. Allocation percentage subject to change.
Reasons to Invest — Our Approach
An all-weather approach can diversify a portfolio against overreliance on traditional equity and fixed income investments and prepare investors for a wide range of market environments.
The Multi-Asset Fund was developed with the investor top of mind; investing in a low fee, tax efficient, all-weather portfolio can enhance investor results.
A Desired Outcome
An all-weather approach captures returns from multiple asset classes potentially allowing for low volatility returns that can help investors stay invested for the long term.
We built our team around the belief that if we can have honest conversations to better understand the investor, we can help make the decision of whether or not to invest in alternatives an easy one.
Chief Investment Officer
Eric has over 20 years of experience designing and managing investment strategies, with an expertise in systematic trading in both mutual funds and hedge funds. Aside from creating sound investment strategies, his ability to simplify and communicate complex topics is what sets him apart from other investment managers.
Shawn is the lead developer and has programmed many of the key components of the investment strategy. With over 20 years of derivatives, risk management, and systematic trading experience, as well as his extensive history working with Eric, Shawn is an essential complement to the investment operations team.
Tom brings over 40 years of money management experience to Standpoint as Chairman of the Board. He was the Founder and CEO of Trendstat Capital, one of the largest futures managers in the U.S. in the 80s and 90s. Tom’s successful career has been highlighted in the book The New Market Wizards by Jack Schwager.