As your CIO partner our responsibility is to provide you internal thought leadership, Endowment-style investment strategies, and the client-facing data you need.
Here is a recent sampling of our portfolios:
Disciplined Endowment-Style Portfolios
OCA All Weather
Optimal Capital All Weather Strategy is based on the risk parity philosophy utilized by Bridgewater Associates (the largest hedge fund in the world) to equalize the risk exposure among asset classes.
This strategy is designed to replicate the risk of a 35% equity/65% bond portfolio, while achieving returns equal to the S&P 500 and maximum drawdown of 20%.
This strategy is designed to replicate the risk of a 20% equity/80% bond portfolio, while achieving returns equal to the S&P 500 and maximum drawdown of 10%.
Optimal Capital Growth Strategy provides a globally diversified solution with approximately 40% allocated to equities, 50% alternatives and 10% hard assets.
OCA Hard Assets
Optimal Capital Hard Assets Strategy provides broadly diversified commodity exposure through investments in ETF’s and equity positions allocated in a core / satellite fashion.
Optimal Sectors Index
The index uses the Guard methodology signals, which is a two-factor market strength assessment to go long the U.S. sectors expected to outperform while simultaneously shorting the sectors expected to underperform.