Complete portfolio solutions that optimize Braver’s tactical strategies with Braver’s fundamental long only asset allocation strategies into one simplified portfolio solution.
- Fundamental strategies stay fully invested in a diversified manner seeking to participate in markets upward long term bias.
- Tactical strategies serve to mitigate risk or provide additional alpha generation around the core fundamental strategies.
- Three portfolios available based on risk/return objectives:
The investment committee meets regularly to determine strategy weights included in the portfolio allocations.
- Fundamental (~35%-55%)
- Tactical/Growth 0%
- Tactical/Defensive (~45%-65%)
- Fundamental (~45%-70%)
- Tactical/Growth (~0%-10%)
- Tactical/Defensive (~30%-55%)
- Fundamental (~50%-75%)
- Tactical/Growth (~15%-30%)
- Tactical/Defensive (~0%-20%)