Strategic Contrarian

The Strategic Investor sets a policy mix of asset classes based on long-term return and risk assumptions and periodically rebalances to maintain the same mix. The Strategic Contrarian investor takes advantage of periodic asset class mispricings. Every so often asset classes or sub asset classes go to extreme valuations relative to one another. (See More) This gives the Strategic Contrarian investor an opportunity to tilt the portfolio towards better valued and lower risk asset classes. (See More)