Anchored Equities
Generate equity-like returns while tactically working to avoid large drawdowns.
Capital Appreciation — Steady, reliable growth rather than volatile or unpredictable gains.
Drawdown Mitigation — Minimize impact of significant market downturns, preserving capital during challenging periods.
Tactical Management — Adapt between growth and value styles to align with prevailing market conditions.
Fund Performance Comparison
| Inception Date 2/5/2021 |
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Past performance is not indicative of future results. Performance shown is net of applicable advisory fees and expenses and reflects the reinvestment of dividends and other distributions, as applicable. Performance results are based on the Anchored Equities strategy and may differ from the actual results experienced by individual accounts due to differences in account holdings, cash flows, fees, investment timing, restrictions, and other factors. Benchmark performance is provided for comparative purposes only and does not reflect the deduction of investment advisory fees. The benchmarks have investment characteristics and risks that differ from the Anchored Equities strategy and should not be considered directly comparable to the strategy.
Monthly Returns
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
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Past performance is not indicative of future results. Returns are net of applicable advisory fees and expenses and reflect the reinvestment of dividends and other distributions, as applicable. Annual returns are geometrically linked from the monthly returns shown.
Cumulative Performance vs. Benchmarks
Cumulative performance represents the compounded total return of the Anchored Equities strategy from inception through the date shown, net of applicable advisory fees and expenses and reflecting the reinvestment of dividends and other distributions, as applicable. Benchmark performance is shown for comparative purposes only, does not reflect investment advisory fees, and reflects investments, risks, and characteristics that differ from those of the Anchored Equities strategy. Past performance is not indicative of future results.
Current Holdings
| Symbol | Name | Description |
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Holdings are shown for informational purposes only and are subject to change without notice. The securities shown may not represent all positions held by every account and should not be considered a recommendation to buy or sell any security.