Diversification is often called the only free lunch in investment management.
In other words, investors can structure a portfolio with multiple non-correlated assets and strategies that accrues a smoother, lower-volatility stream of "market" returns.
Historically and typically, investors have accrued "market" returns with a capital allocation approach like a 60/40 equity/bond portfolio, and more recently the 60/40 with an allocation to "private" market assets.
AGAWA believes an investor can accrue a comparable "market" return with less risk and low correlation to the typical capital allocation strategy, by focusing on risk allocation, and by explicitly considering the economic factors that drive asset class returns.
A 25+ year relationship between AGAWA's founders and Bridgewater Associates has culminated with these portfolio construction techniques and Bridgewater's alpha insights now being more widely available to sophisticated Canadian investors through an investment in AGAWA's Fund I.
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