Managed Strategies

Preservation

Objective: 

 Preserve capital while creating consistent conservative returns through all market conditions with a diversified non-correlated portfolio.  

 

Core Principles: 

  • Preservation of Capital: Tactical navigation of bond market  

  • Total Return: Complement bond strategy with non-bond correlated investments 

  • Diversification: Utilizing basket of non-correlated, conservative securities 

An infographic displaying details about Ancorato Capital's preservation investment strategy, including allocation distribution pie chart, performance chart since inception, investment objectives, committee members, and strategic insights with date and fee information.
View Fact Sheet
Interested in adding to your portfolio?