Our strategies
TACTICAL STRATEGIES
- RWA TACTICAL BETA ROTATION STRATEGIES
Our Beta Rotation strategies utilize a rules-based, quantitative investment discipline with the objective of aligning portfolio holdings with prevailing market conditions. When market conditions are favorable, these strategies aim to provide investors with a more opportunistic allocation. When market conditions are less favorable, these strategies present investors with the opportunity to rotate to a more defensive posture. Our strategies include options to invest in global equity, global bonds or an appropriate asset allocation.
- RWA TACTICAL MULTI-ASSET INCOME
The Tactical Multi-Asset Income strategy seeks to provide a competitive return and consistent income through various market environments while avoiding major market corrections. The strategy deploys a mix of U.S. bonds, foreign bonds, U.S. stocks and alternatives in a managed quantitative model, creating a broadly diversified portfolio that can opportunistically become more aggressive in certain market conditions. The strategy can also hold a position in currency or commodity ETFs to enhance diversification. When markets are declining, up to 100% of the portfolio may be held in fixed-income ETFs or cash to preserve capital.
FUNDAMENTAL STRATEGIES
Our individual stock solutions offer an array of income- and growth-focused portfolios designed to suit a wide range of risk/return objectives.
- RWA FOCUSED VALUE
This portfolio seeks to provide investors with current income and long-term capital appreciation by investing in a select group of high-quality companies trading at a value compared to their industry peers. This strategy employs a tactical approach with the objective of aligning portfolio holdings with prevailing market conditions, assuming an opportunistic, defensive or neutral posture as opposed to the benchmark. This is a style-centric strategy focused on investing in U.S. large-cap value stocks. Focused Value is our flagship value strategy, with a more concentrated version available for smaller accounts and a 60% equity/40% fixed-income version available for more moderate investors. The baseline allocation for this strategy is 100% stocks, though the portfolio management team maintains discretion to raise up to 10% cash.
- RWA FOCUSED GROWTH
This strategy seeks to provide investors with capital growth by investing in select companies with high long-term growth potential. It employs a tactical approach with the objective of aligning portfolio holdings with prevailing market conditions, assuming an opportunistic, defensive or neutral posture as opposed to the benchmark. This is a style-centric strategy investing in U.S. large-cap growth stocks. Focused Growth is our flagship growth strategy. The baseline allocation for this strategy is 100% stocks, though the portfolio management team maintains discretion to raise up to 10% cash.
- RWA GLOBAL GROWTH
This strategy seeks to provide long-term growth of capital by investing in U.S. common stocks and American Depository Receipts (ADRs) of companies located throughout the world. Global Growth is our most diverse equity strategy, with the ability to tactically overweight or underweight U.S. or international stocks and apply either growth or value investment disciplines. The baseline allocation for this strategy is 100% stocks, though the portfolio management team maintains discretion to raise up to 10% cash.
- RWA ESG CORE
This strategy seeks to provide long-term growth of capital by purchasing common stocks of companies with high environmental, social and governance (ESG) ratings as indicated by Refinitiv’s proprietary letter grading system. Common U.S. stocks with an ESG grade of B- and above are eligible for inclusion. This strategy is not style-centric, enabling the investment management team to make tactical overweight and underweight decisions to either growth or value stocks. The baseline allocation for this strategy is 100% stocks, though the portfolio management team maintains discretion to raise up to 10% cash.
- RWA DIVIDEND INCOME
The Dividend Income strategy seeks to provide long-term capital appreciation and income growth by investing in a concentrated portfolio of high-quality companies with a history of raising dividends. The strategy’s objective is to invest in dividend-paying equities trading at reasonable valuations, as well as stocks of companies that demonstrate an ability to grow earnings and dividends along with free cash flow. This strategy is 100% stocks, but the portfolio management team can hold up to 10% in cash. Dividend Income is our flagship dividend growth strategy, with a balanced version (60% stock/40% bond) and ESG version available.