Whether you are a retiree seeking to enjoy a great life without working or a multi-billion dollar institutional investor, the objective is the same: to participate meaningfully in market rallies and avoid some or most of the losses during market retreats. Diversification is one way of achieving this objective, but as everyone learned in 2008, allocation simply among stocks, bonds, and cash is hardly real diversification. Equally important to the success of a portfolio across market cycles is the tactical management of beta. Generally, "beta" is the volatility of a portfolio in comparison to the market as a whole. Little Harbor’s quantitative approach seeks to enhance diversification while providing tactical management of beta.
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