Focusing on Protection of Irreplaceable Capital

Advance & Protect is a strategy designed for clients with irreplaceable capital who are seeking capital preservation over appreciation. The objective is to participate in advancing markets and to protect capital in sideways to negative markets. The tactical nature of Advance & Protect allows the Investment Committee to include a wide range of styles and strategies with a focus on low-volatility and total return over market cycles — both short-term and long-term.



  • Investors must emphasize risk management
  • Managers need to use a larger playbook and broaden the range of investment options
  • Combines fundamental research conducted by internal team of analysts with technical and quantitative data to ensure adequate risk protection



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