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, out-performed their peers during the ‘financial crisis’, with strategies like systematic global macro returning 18.01% according to Barclay’s Systematic Index. But from mid-2009 to mid-2015, relying on beta through index investing proved to be the most rewarding approach to return-on-investment, with the S&P 500 up 241% 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.