At Genus Capital, we believe great investing happens when experienced experts collaborate to develop and execute aligned strategies. Our Multi-Manager Portfolios bring together our expertise in developed market stock selection and asset allocation with the complementary skillsets of our institutional sub-advisors, AlphaFixe Capital and Wells Capital.
We can customize our Multi-Manager Portfolios in a number of ways. First, we set up your clients’ investments to match their specific needs for income, growth and liquidity. For clients seeking tactical asset allocation, we can proactively tilt portfolios toward attractive areas and away from those that present more risk. We can also tailor the specific safety and yield characteristics of the holdings through our industry-leading, low-volatility, high-dividend mandates. If you want additional protection from environmental, social and governance risks, we can customize the portfolio to address that too.