Our investment philosophy is grounded in the belief that an investor's goals are best served through a core and satellite approach toward asset allocation. We seek to build durable portfolios that balance risk and reward over time in an effort to preserve capital in down markets thus providing more opportunity to compound over time.
We recognize the merits of a core and satellite approach to investing. Our portfolio construction seeks to capture risk adjusted market performance at the core while introducing specialized strategies at the satellite layer.
Use of risk-managed, enhanced global index strategies to efficiently and effectively capture broad asset class exposure.
Selective use of specialized investment strategies offering incremental global diversification and/or return potential.
Traditional buy and hold strategies assumes the correlation of various investment returns remains stable over time. Thatâ€™s not always the case. The instability of correlation makes a strong case against exclusively using a buy and hold strategy. In an effort to resolve the problems associated with buy and hold asset allocation, Sawtooth offers an investment management strategy that uses a disciplined quantitative approach to asset allocation with the opportunistic investment management needed to better manage risk and potentially increase investment returns.