Little Harbor seeks first to understand particular investor challenges that relate to expense, structure, holdings transparency, performance, and risk, then seeks to develop solutions for each challenge. This solution-based approach reflects Little Harbor’s mature appreciation for the ever-changing market environment and the evolving state of investment products.
One size does not fit all when it comes to investment strategies and products. Stocks, bonds, cash, or style-box allocation models have failed in times of stress and volatility. For example, during the run-up to 2008 alternative products that anticipated the building risks and presented an alternative to market beta (e.g. systematic global macro strategies) out-performed their peers during the “financial crisis”. But, from mid-2009 to mid-2015, relying on beta through index investing proved to be the a rewarding approach to return-on-investment, with the S&P 500 performance rising significantly between April 2009 and August 2015.
Little Harbor solutions are designed to provide diversification away from style-box portfolios for both investors and portfolio managers seeking to differentiate, protect assets and enhance performance.