The purpose of this fund
An asset allocation fund that automatically responds to changing market conditions to generate absolute returns.
- •Systematic model monitors economic and market indicators daily to pinpoint changes in the environment, capturing upside in rising markets and protecting on the downside when they turn
- •Asset allocation can range from 100% equity to 100% fixed income, with discretion to include commodities and cash
- •Tax-efficient returns from its corporate class structure
Managed by -
As the Chief Investment Officer for Richardson Wealth, Craig leads the management of more than $600M in assets across equity, bond and ETF strategies. The group’s strategy combines a top-down Market Cycle Framework with fundamental research to build strategies that help reduce volatility and risk.