Objectives
Global Opportunities attempts to steer into the economic curves as it scours the globe to find investments the manager believes are undervalued or overlooked. This contrarian feel is most suitable for a more sophisticated investor who is comfortable with this investment style.
Market Exposure: This portfolio provides exposure to global core and non-core asset classes. Exposure to risk and conservative assets are adjusted moderately over time based on FWA’s economic and market views. Alternative strategies may be used attempting to hedge market exposure while the portfolio remains invested.
Considerations: Due to the valuation-bias and the diversified nature of this management style, the portfolios may underperform in periods where expensively-valued markets continue to move higher regardless of fundamentals.
