Kensington specializes in data-driven, quantitative decision models that apply to equity and fixed income markets. Their underlying philosophy is to rely on a quantitatively-driven investment decision process. The hallmark of their demonstrated, time-tested quantitative methodology is not only the prospect of superior returns, but just as importantly, the confidence that comes with knowing that they strive to protect principal in adverse market conditions.
Kensington Dynamic Growth Strategy
Investment Objective
The Dynamic Growth Strategy is designed to tactically alternate between a “Risk-On” state in response to advancing equity markets and a “Risk-Off” state during times of market weakness. The Strategy is designed for investors who seek equity-like returns but wish to reduce the volatility and drawdown that comes with passive investment in equities.
About the Strategy
The Strategy uses a proprietary trend-following model to identify and act on prevailing market sentiment. The model provides weekly signals to guide the Strategy’s allocation. Dynamic Growth rotates between two investment modes:
Risk-On: When markets are generally trending upward, Dynamic Growth allocates to equity index ETFs and / or mutual funds. This allows the Strategy to participate in the equity markets when the Strategy’s trend-following approach observes conditions in the equity markets are favorable.
Risk-Off: When the trend reverses to one of decline or high volatility, Dynamic Growth shifts into U.S. Treasuries and / or cash. This helps protect principal and mitigate drawdowns.
Kensington Managed Income Strategy
Investment Objective
The Managed Income Strategy strives to provide investors with the potential to generate stable, above average total returns,
with low drawdown.
About the Strategy
Kensington uses a proprietary trend-following model to identify and act on prevailing market sentiment. The model provides daily signals to guide the Strategy’s allocation. Managed Income rotates between two investment modes:
Risk-On: When markets are generally trending upward, Managed Income allocates to higher yielding fixed income securities across the high-yield and multisector bond categories. This allows the Strategy to reap the highest level of yield when confidence in the market is high.
Risk-Off: When the overall trend is one of decline or high volatility, Managed Income shifts into shorter duration instruments, including U.S. Treasuries or cash equivalents. This helps protect principal and mitigate drawdowns.
View our Kensington webinar
Jordan Flebotte, Executive Director of Kensington Asset Management, discusses their Managed Income and Dynamic Growth strategies and answers investor questions.