APTO (Latin for “adapt”) seeks to provide capital appreciation in up markets and capital preservation in down markets by implementing a proprietary portfolio construction methodology that systematically adapts to changing market conditions and capitalizes on global market trends.
The “go‐anywhere”, tactical strategy has a goal of outperforming the benchmark over rolling 3‐year periods.
Unique portfolio construction process where market forces determine the asset allocation, eliminating emotion from the decision making process.
The portfolio owns the most attractive Global Asset Classes and Sectors at any given time; no “waiting” in cheap or out of favor groups to come back en vogue. The elegance of the systematic process provides the highest probability for success.