Strategic Reserves
What is it?
- Designed to target “better than bank account” returns.
- A capital preservation portfolio focused on avoiding downside.
- A non-insured alternative to money market funds or CDs.
Important Note
- This strategy is not insured, guaranteed, or comparable to a bank account.
- Periods of market turbulence may cause this strategy to experience volatility.
- Not appropriate for investors seeking long-term capital appreciation.
Key Statistics
3-10
Positions
Portfolio Manager
Sloane Ortel
Founder & Chief Investment Officer
Strategic Insights
Commentary
What We Own Right Now and Why
A summer update on the holdings in our flagship global opportunity strategy.
Sloane Ortel
May 27, 2024
Performance & Positioning
Where Returns Came from in 2023
Sloane takes a look at where our global opportunity strategy’s performance came from in 2023.
Sloane Ortel
January 1, 2024