ETF PM’s absolute return strategies target gains in both up and down markets. We employ rules-based trend following in an effort to deliver strong growth with principal protection. On a long-term basis, we target average annual returns well above 10%, with overriding risk limits of 10% to 20% per year.
In order to reduce risk and maximize client value, all of our absolute return portfolios may shift into cash as needed, none of them use short exposure, and we do not charge a performance fee.
See our list of ETF Portfolios.
Past performance does not guarantee future results. See our disclosures for additional information.