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Investment Management
Strategy
Robust and Resilient Growth with Optional Income
Simplexity Investment Management's Resilient Growth Strategy is an investment solution that seeks long term capital preservation and growth. It is built to sustain capital growth that is competitive with stock oriented strategies. At the same time it is also designed to deliver fewer, less severe losses in value than stock strategies typically experience.
In addition, the Resilient Growth Strategy can be employed to harvest some of its growth into income, which itself is then designed to grow resiliently over time.
Simplexity Investment Management's Resilient Growth Strategy is an investment solution that seeks long term capital preservation and growth. It is built to sustain capital growth that is competitive with stock oriented strategies. At the same time it is also designed to deliver fewer, less severe losses in value than stock strategies typically experience.
In addition, the Resilient Growth Strategy can be employed to harvest some of its growth into income, which itself is then designed to grow resiliently over time.
Simple yet Complete
The Resilient Growth Strategy invests in liquid, low-cost, highly diversified exchange traded funds (ETFs). ETFs are investment vehicles similar to mutual funds that closely track market indices but trade in exchanges like common stocks. In our strategy these ETFs provide exposure to global stocks, bonds, and liquid alternative assets—which include gold, real estate, and high yield bonds.
The strategy’s use of a relatively small number of highly diversified ETFs allows institutional level diversification and portfolio construction. At the same time, this approach’s simplicity and transparency enables implementation in individual sized accounts.
The Resilient Growth Strategy invests in liquid, low-cost, highly diversified exchange traded funds (ETFs). ETFs are investment vehicles similar to mutual funds that closely track market indices but trade in exchanges like common stocks. In our strategy these ETFs provide exposure to global stocks, bonds, and liquid alternative assets—which include gold, real estate, and high yield bonds.
The strategy’s use of a relatively small number of highly diversified ETFs allows institutional level diversification and portfolio construction. At the same time, this approach’s simplicity and transparency enables implementation in individual sized accounts.
Cost Effective Execution to Meet the Objective
The Resilient Growth Strategy’s use of low-cost index-tracking exchange traded funds allows a lower cost, more effective execution of the investment strategy. The two main alternative approaches—investing directly in individual stocks and bonds, or investing in actively managed funds that invest in them—typically suffer from higher costs and greater operational complexity. This difference enables our strategy to deliver a better match between investment objectives and outcomes than the alternatives.
Adaptive to Changing Environments
Thanks to Simplexity Investment Management’s innovative market risk model, the Resilient Growth Strategy adapts to longer term changes in the market environment. When markets are favorable and likely to advance, the strategy tilts towards assets that favor capital growth. Conversely when markets are challenging and likely to struggle, it tilts towards assets that favor capital preservation.
Thanks to Simplexity Investment Management’s innovative market risk model, the Resilient Growth Strategy adapts to longer term changes in the market environment. When markets are favorable and likely to advance, the strategy tilts towards assets that favor capital growth. Conversely when markets are challenging and likely to struggle, it tilts towards assets that favor capital preservation.
Well Suited for Many Types of Mid to Long Term Investors
The Resilient Growth Strategy’s investment objective and methods make it well suited for the mid to long term investment needs of many types of individual and institutional investors, from smaller individual retirement accounts (IRAs), to the largest family offices, foundations and endowments.
The Resilient Growth Strategy’s investment objective and methods make it well suited for the mid to long term investment needs of many types of individual and institutional investors, from smaller individual retirement accounts (IRAs), to the largest family offices, foundations and endowments.
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