200 Fifth Ave. 7th Floor Waltham, MA 02451 (781) 290-4900

Themes

  • ESG (environmental, Social, Governance): Renewable energy, water, electrification

  • Bitcoin: Exposure to stocks likely to benefit from the price appreciation of Bitcoin

  • Real Assets: Real Estate, Infrastructure

  • Technology Revolution: cyber security, big data, AI, machine learning, robotics, 5G, automation

Process Notes

  • Stocks and ETFs used for exposures

  • Strategy toggles between 100% long and 50% long

  • Uses inverse ETFs to short market. Will short market when PM believes indicators warn of bear market

  • 100% liquid separate account structure

Manager

Learn more information about our investment strategy.

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