Global strategy for superior returns
The Fund's objective is to seek superior risk adjusted returns over the long term. It invests in liquid and publicly accessible assets globally to build efficient portfolios that benefit from diversified exposure to the global economy. The Fund seeks to deliver a combination of exposures by constructing a single portfolio at the intersection of multiple risk factors and pricing anomalies.
Chicago Global Strategies combines multiple asset classes into an all-weather portfolio. The fund has a community approach to wealth management that revolves around connecting customers through a set of shared values. It assures transparency and incentive alignment, as well as continued fidelity to their guiding principles.
The business model is a significant departure from the industry status quo. The academic and industry advisers own the firm alongside the management team.
8% - 12%
per annum target return