Alternatives Strategies

Objective

Our alternatives strategies seek to achieve capital appreciation and income with lower volatility relative to the broad equity markets. We aim to achieve this goal by allocating assets across multiple alternative investments including private debt, private equity, event driven, real estate, and others that go beyond traditional public stocks and bonds.

SGI Alternative Strategies

  • Designed to grow capital and realize income by seeking attractive risk-adjusted returns with lower correlation to traditional asset classes and reduced volatility.
  • Utilize independent, institutional-grade alternatives managers that are focused exclusively on alternative asset classes, strategies, and structures.
  • Dynamically allocated among multi-manager, multi-strategy alternative selections, looking to maximize results in up markets while reducing risks in down markets.
  • Combine manager research with asset allocation analysis to construct a holistic approach when creating alternative sources of incremental growth, income, and interest rate and inflation hedging.

Managed Risk Approach

Managing downside risk is at the core of everything we do. We are driven to find, assess and mitigate potential risks in individual securities, systemically in companies, and across combinations of companies.
We are active managers; our portfolios are designed to help investors flourish in rising markets. But it’s our critical focus on the downside that has historically proven key to pursuing investors’ long-term goals.
Compliance Statement

Performance numbers for the most recent period are preliminary and subject to change. Returns for periods of less than one year are not annualized. Past performance is not a reliable indicator of future performance and should not be relied upon to make investment decisions. Investing involves risks including the possible loss of principal and fluctuation in value. Performance includes the reinvestment of dividends and other earnings.

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