Global Diversification. Tactical Positioning.
Seizing global opportunities while navigating uncertain markets
Our mission is to champion our clients' goals by achieving attractive risk-adjusted returns1 over the long-term by capturing a portion of growth in rising markets while attempting to reduce exposure to market declines over full market cycles. We position our strategies to benefit from a wide range of opportunities while addressing a variety of risks always present within the global capital markets.
- Client Focus
- Innovation
- Excellence
- Integrity
- Growth
$11 billion
Assets Under Management*
3
Strategies
40 thousand +
Separately Managed Accounts*
*as of March 31, 2016
Philosophy & Approach
Monitoring market cycles helps Windhaven navigate changing scenarios.
Each market tends to favor different asset classes. Windhaven dynamically navigates across those asset classes and adjusts allocations as opportunities arise or risks appear.
Windhaven Investment Strategies
We offer three strategies that seek to achieve capital appreciation by investing in a wide variety of asset classes that may include U.S. and international equities, fixed income securities, real estate, currencies and commodities. Our strategies are dynamically managed, striving to take advantage of global capital market opportunities while focusing on downside risk management by changing allocations in response to the firm’s view and market conditions.