Customized Strategies
Flexible Equity
Flexible Equity: A Defensive Equity Strategy
SSI's Flexible Equity Strategy is designed to both mitigate the impact from down markets and to participate in up market trends.
SSI’s Flexible Equity Strategy generates returns by tactically investing in Exchange Traded Funds (ETFs) during periods of perceived upward bias as identified by SSI's proprietary Tactical Asset Allocation ("TAA") model. Based on pattern recognition, SSI's TAA model identifies periods of time during which the stock market may exhibit an upward movement. The exposure of SSI's Flexible Equity Strategy to the equity markets will range from 0-100%. Funds not invested in ETFs are held in a cash substitute. The equity market sensitivity of this strategy changes as the investment level is adjusted. Overall, the goal of the strategy is to capture a majority of the equity market’s positive performance with substantially lower risk than the equity market.
SSI has successfully managed tactical strategies using a similar investment process since 2005. In addition, SSI's expertise in market-neutral strategies and short selling has been honed by the firm's 37 years of experience in the alternative marketplace.
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