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Keeping your assets invested through market cycles is critical to long-term superior investment performance. At Matrix, we construct portfolios that allow clients to maintain their asset allocation during difficult markets because forced selling is rarely a good decision.
We diversify portfolios across a broad spectrum of asset classes using a variety of strategies and structures. Alternative investments, whether it be hedge funds or private partnerships, are an integral part of most client portfolios. We pay special attention to the correlation between asset classes and strategies, recognizing that a multi-strategy portfolio with low correlation between asset classes will usually lower overall portfolio volatility and increase expected returns.
All Matrix portfolios have a strong income/yield orientation whether it be from from coupon payments, dividends, royalty interest, or net lease payments – current return is an essential element to our portfolio construction and risk management philosophy. |
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The Price of Volatility
A gain of 25% does not offset a loss of 25%. The consequences of negative returns are greater than the contributions of positive returns. |
