We have been at the forefront of creating fund solutions that allow investors to gain access to diversifying futures-based trading strategies.
The well-known hypothesis put forth by Harry Markowitz, Modern Portfolio Theory, suggests that investment portfolios should be diversified as much as possible in order to improve their risk-adjusted returns. That said, over the years it has been our experience that most investment portfolios tend to be under-diversified, mainly because “making room” for diversifiers by selling core holdings involves an opportunity cost.
Ampersand Portfolio Solutions solves this problem; by “extended diversification,” using bespoke overlays, investors can earn higher risk-adjusted returns while managing risk. As a fringe benefit, this strategy also offers RIAs and mutual funds an opportunity to grow by differentiating themselves from their competitors.