Diversification
A Globally Diversified Approach
SCGX Capital offers a globally diversified strategy designed to seek opportunities, manage risk, and investment outcomes. The strategy provides investors with a flexible and adaptive approach, aiming to capture growth while managing volatility. By maintaining broad exposure across regions and sectors, the strategy mitigates concentration risk and positions portfolios to navigate evolving market conditions effectively.
Global Allocation Funds
The SCGX global allocation funds serve as a core, “integrated” investment solution for long-term growth. Its flexible mandate allows our firm to identify and capitalize on the most attractive opportunities worldwide. Well-diversified across hundreds of issuers, multiple geographies, and currencies, the funds continuously seek an optimal balance between risk and return, adapting dynamically as markets evolve and conditions shift.
Strategic Allocation
Diversification is central to the SCGX global allocation strategy. By investing across a wide range of securities, sectors, and regions, the funds reduce concentration risk and smooths portfolio volatility. This globally diversified approach helps investors manage uncertainty and capture opportunities across multiple market cycles, ensuring that no single investment or market dominates overall portfolio performance.
Experience
The funds benefit from the oversight of an experienced investment team with deep, multi-decade collective experience across global equity markets. Their expertise spans equities, fixed income, and multi-asset investing, providing the insight and discipline necessary to identify high-quality opportunities, adapt to market shifts, and execute strategies efficiently on behalf of clients.
Nimble, Adaptive Strategy
In today’s complex markets, a nimble and unconstrained approach is essential. SCGX Capital continually evaluates macroeconomic trends, geopolitical developments, and interest-rate cycles to adjust portfolio positioning. This flexibility allows the funds to respond to changing market conditions, balance risk, and capture long-term growth potential while mitigating short-term volatility.
Integrated Investment Process
The SCGX global allocation approach combines macro, regional, and thematic insights with bottom-up fundamental research. Systematic monitoring tools, robust analytical frameworks, and collaborative research processes enhance security selection and positioning. Asset allocation, risk management, and individual investment decisions are closely synchronized, enabling precise adjustments and the efficient capture of differentiated alpha across global markets.
Objective-Driven Portfolio Construction
SCGX Capital emphasizes outcomes-focused portfolio construction, aligning investment decisions with client objectives. The funds consider the optimal mix of equities, bonds, and cash while continually assessing the evolving macro environment and market opportunities. By combining strategic allocation, rigorous research, and dynamic execution, the funds seek to deliver consistent, risk-adjusted returns that align with investors’ long-term financial goals.