Investment Strategies
INVESTMENT PROGRAMS
Our proprietary Investment Programs are designed to meet the challenges faced by today’s investors. They are offered in an investor-friendly Separately Managed Account (SMA) structure and aim to achieve better risk-adjusted returns relative to benchmarks.
JKG Diversified: The Program invests in Exchange-Traded Funds (ETFs) and provides exposure to Stocks, Bonds, Commodities, and Real Estate. It is weighted toward factors that have shown outperformance, such as value and quality. It is a diversified, all-weather investment approach designed to perform well during varying market environments.
PORTFOLIO STRATEGIES
Our proprietary strategies diversify investor portfolios while focusing on objectives such as growth or income. These are long-term securities investments in specific areas, made to meet portfolio challenges:
- Factor: Seeks to achieve superior risk-adjusted returns by targeting specific factors of returns.
- Income: Seeks income from diversified investment-grade bonds.
- Commodities: Provides long-only exposure to select commodity markets.
- Alternatives: Provides diversification through allocations to select alternative investment managers.
DIVERSIFICATION
Modern portfolio theory is a framework for assembling a portfolio of assets such that the expected return is maximized for a given level of risk. Its key insight is that an asset’s risk and return should not be assessed by itself but by how it contributes to a portfolio’s overall risk and return.¹ The efficient frontier is a concept in modern portfolio theory. It refers to investment portfolios that occupy the ‘efficient’ parts of the risk-return spectrum.² JKG seeks to provide custom, efficient investment portfolios to its clients.
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