A FOCUSED APPROACH


Liquid investment strategies designed to diversify portfolios and harvest opportunity

Tactical, Risk-Managed investment solutions designed to diversify portfolios and harvest opportunity.

Our investment solutions are based upon a culture of deep quantitative research with a history of proven results. Anchor Capital investment solutions are available through institutional separately managed accounts and a family of Anchor Capital mutual funds.

A liquid, long-short index ETF strategy designed to compliment and potentially enhance overall equity portfolio returns during periods of generally rising US equity markets, and a hedge during periods of falling price trends.


Key Benefits
  • Access long/short equity strategies with daily liquidity
  • Aims to limit risk during unfavorable market conditions
  • Diversify traditional long-only equity holdings
  • Opportunity to profit from a wider range of equity bull and bear market environments
  • Dynamically managed through long and short equity ETFs, mutual funds and index-based securities

AVAILABLE THROUGH:
INSTITUTIONAL MUTUAL FUND | SEPARATELY MANAGED ACCOUNT

A tactical fixed income strategy that pursues income from high yield corporate bonds while seeking to protect against potential downside risks associated with falling price trends and interest rate volatility.


Key Benefits
  • Pursues total returns over a market cycle
  • Invests in long and short, tactical credit investment strategies with a focus on U.S. corporate high- yield bonds and U.S. Treasury securities
  • Applies a quantitative top-down research process measuring trends in U.S. corporate high yield credit and interest rates
  • Dynamically managed investment exposure through a portfolio of long and short ETFs, mutual funds and index-based securities

The fund may be suited for investors seeking:
  • Diversification of a fixed-income portfolio
  • Access to long/short fixed-income strategies with daily liquidity
  • A risk-managed approach to fixed income

AVAILABLE THROUGH:
INSTITUTIONAL MUTUAL FUND | SEPARATELY MANAGED ACCOUNT

A tactical real estate investment strategy that pursues above average total returns over a full market cycle with lower correlation and reduced risk when compared to traditional real estate sector indexes.

Key Benefits
  • Pursues above-average total returns over a full market cycle
  • Lower correlation and reduced risk versus traditional real estate indexes
  • Applies a quantitative top-down research process measuring trends in REITs and interest rates.
  • Investment exposure is dynamically managed through long and short ETFs, mutual funds and index-based securities

The fund may be suited for investors seeking:
  • A liquid alternative to traditional listed REITs

AVAILABLE THROUGH:
INSTITUTIONAL MUTUAL FUND | SEPARATELY MANAGED ACCOUNT

A tactical municipal fixed income strategy that pursues tax free income while seeking to protect against the potential downside risks associated with interest rate and credit volatility.

Key Benefits
  • Pursues total return from income and capital appreciation
  • Aims to limit risk during unfavorable market conditions
  • Applies a quantitative top-down research process measuring trends in municipal bonds and interest rates
  • Dynamically managed investment exposure through long and short ETFs, mutual funds and index-based securities

The fund may be suited for investors seeking:
  • A liquid alternative to traditional municipal bond investing
  • Access to long/short credit strategies
  • The potential to hedge the impact of rising interest rates

AVAILABLE THROUGH:
INSTITUTIONAL MUTUAL FUND | SEPARATELY MANAGED ACCOUNT

Tactical
Equity

Key Benefits
  • Access long/short equity strategies with daily liquidity
  • Aims to limit risk during unfavorable market conditions
  • Diversify traditional long-only equity holdings
  • Opportunity to profit from a wider range of equity bull and bear market environments
  • Dynamically managed through long and short equity ETFs, mutual funds and index-based securities

AVAILABLE THROUGH:
INSTITUTIONAL MUTUAL FUND | SEPARATELY MANAGED ACCOUNT

Tactical
Credit