Stanford Global Allocation Strategies
The Stanford Global Allocation Strategies are globally diversified, strategically allocated and dynamically managed throughout the investment cycle. The goal of the investment philosophy is straightforward: Preserve principal and grow capital by proactively managing the risk of the overall portfolio, rather than the return alone.
Global View
Portfolio managers are not restricted to investing only in the United States, specific market caps or traditional asset classes. This provides the option to invest in markets anywhere in the world recognized as areas of opportunity.
Focus on Risk Management
We work to manage the risk and volatility of the portfolios first, rather than just the return. To achieve both the diversification and correlations essential to minimizing the effect of downside market moves, we allocate to markets that the average investor rarely has access to or would not typically consider.
Blending Traditional and Nontraditional Investments
The asset management strategy is built with an absolute return philosophy, which uses both traditional and nontraditional investments. By blending traditional asset classes (such as bonds and equities) with nontraditional asset classes (which generally have a low correlation to traditional assets), Stanford Global Allocation Strategies can minimize systematic risk. Diversification across different asset classes enables us to construct suitable and meaningful asset allocations and helps cushion our clients against the investment uncertainty of any given market cycle.
Solid Research and Investment Process
One of our affiliated firms has deployed a rigorous, in-depth research investment process, which has been sharpened and refined over time. Through our continual monitoring of various markets, industries and proprietary research, we seek to anticipate, rather than follow, major industry trends.
