Flexible. Targeted. Alpha-Seeking.
Overview
The ELITE Opportunistic Growth Sleeve is designed to complement traditional equity allocations with a flexible, alpha-seeking approach. Rather than being confined to rigid style-box definitions, the sleeve gives experienced managers the freedom to allocate across asset classes, sectors, and regions—wherever the most compelling opportunities exist.
What Sets It Apart
Alpha Across Cycles – Managers are selected for their demonstrated ability to generate excess returns in both bull and bear markets.
Freedom to Allocate – Without the constraints of traditional style-box investing, capital flows to the most attractive opportunities, not predetermined buckets.
Deeper Insight – Strategies are backed by robust research, disciplined portfolio construction, and a history of navigating shifting markets.
Complementary by Design – Enhances traditional equity exposure with opportunistic positioning that seeks to boost return potential without abandoning discipline.
Role in the Porfolio
The Opportunistic Growth Sleeve acts as the growth-oriented complement within an ELITE portfolio. It works alongside the Strategic sleeve (broad, efficient exposure) and the Tactical/Alternatives sleeve (risk mitigation) to deliver a balanced, multi-segment portfolio that can adapt to a variety of market environments.
Ideal Client Fit
Investors seeking equity exposure that aims for more than benchmark returns
Clients looking for flexibility to capture opportunities beyond traditional style-box limits
High-net-worth or growth-focused clients who understand the value of active, opportunistic positioning