Interested in getting into Alternative Investments but want the transparency and lower pricing of a Separate Account? The Klaren Capital Global Tactical Series® is a range of portfolios that employ a hedged absolute return strategy on a separate account basis. The team has melded the best qualities of hedge funds, separately managed accounts, dynamic asset allocation, with an Unified Managed Account platform for deep customization and simplicity for the client.
By utilizing Separately Managed Accounts (SMA) to deploy the firm’s research driven investment models, the team has created a fairly priced and transparent hedge strategy that is suitable for high net worth investors, corporate retirements plans, and endowments. The series is composed of several separate modular strategies that are overlaid in different proportions to create five (5) distinct composite portfolios with risk/reward profiles ranging from Conservative to Aggressive Growth. Clients can choose whether to allocate funds directly to the underlying strategies or use one of the five pre-mixed composite portfolios. This provides clients with a bevy of options and allows for an endless degree of individual customization, if desired. The firm’s Unified Managed Account (UMA) trading platform provides the unique customization of portfolio components across multiple custodians while maintaining portfolio component uniformity for the management team.