Dynamic Market Portfolios (DMP):
The concept behind our solutions.
To mange risk you need to understand and manage exposure
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Long Term Total Return:
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Manage portfolio risk levels via systematic investment process
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Capture positive trends in equity markets
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Limit volatility and drawdowns via decisive risk reductions
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Focus on the long term not the individual year:
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Reduce or increase equities decisively when needed
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Stay out of equities as long as needed (2008-09, 2015-16)
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Allocate to high grade bonds during high market volatility
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Allow gains to accumulate (2013 & 2016-17)
Systematic Investment: A combination of science and experience
SELECTIVE DATA
We use machine learning & algorithms to:
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Analyse big data sets
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Perform systematic and objective analysis
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Analyse complex relationships
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Identify patterns and repeatable cycles
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Secure consistency and limit reaction time
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Manage risk and assess market outlook
We use experience and expertise to:
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Identify regime and paradigm shifts
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Detect trends and structural changes
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Analyse politics and policy changes
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Recognize the important exceptions
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Create new and innovative solutions
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Create concepts and portfolios
Our Investment Process
MARKET SENTIMENT INDICATORS
PORTFOLIO CONSTRUCTION AND POSITIONING
+
POSITIVE
=
BALANCED
-
DEFENSIVE
DYNAMIC MARKET PORTFOLIOS
