Negative Beta Program

While investors have multiple options when it comes to hedging their Equity portfolios, most traditional protection strategies suffer from a key drawback: performance decay in rising markets. Our approach seeks to address this challenge by offering a persistent and adaptive hedging solution.

Our risk mitigation strategy leverages tailored elements from our broader strategy set, re-engineered to offer a persistent negative correlation to Equity markets.

Key objectives include:

1. Maintaining a consistent negative correlation to equity markets
2. Increasing downside protection during periods of market stress
3. Generating positive alpha over time versus a passive short-equity exposure
4. Operating within a strict and transparent risk management framework

Our risk mitigation programs are accessible in fund format or managed accounts.

(*) Source: Bainbridge

This graph has been provided for illustrative purposes only and should not be relied upon in making any investment decision.