Investment Notes

Island Light Investment Views (Apr 2015)

Investment Views Our investment strategy team makes a series of active decisions within our Global Portfolios based upon our current outlook on the US and global economy, global equity and fixed income markets. Every quarter, we shift assets away from our strategic allocation, tilting our allocations in certain asset classes and segments from their...

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Islnad Light Sector Notes (Mar 2015)

Overview We updated our Sector Rotation strategy in at the end of February as part of our regular monthly rebalancing. The strategy employs an advanced algorithm for capturing market momentum in an optimized portfolio of US sectors and is traded monthly. For this month, we reduced our exposure to the US financials, increased allocations to materials...

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Island Light Sector Notes (Feb 2015)

Overview The Island Light Sector rotation strategy was updated for February as part of our regular monthly rebalancing. The strategy employs an advanced algorithm for capturing market momentum in an optimized portfolio of US sectors, rebalanced monthly. For this month, we retained our exposure to the US financials, increased allocations to technology...

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Island Light Investment Views (Dec 2014)

Investment Views Our investment strategy team makes a series of active decisions within our Global Portfolios based upon our current outlook on the US and global economy, global equity and fixed income markets. Every quarter, we shift assets away from our strategic allocation, tilting our allocations in certain asset classes and segments from their...

Continue reading...

Island Light Sector Rotation Notes (Jan 2015)

Overview The Island Light Sector rotation strategy was updated for January as part of our regular monthly rebalancing. The strategy employs an advanced algorithm for capturing market momentum in an optimized portfolio of US sectors, rebalanced monthly. For this month, we retained our exposure to the US financials, increased allocations to materials...

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Island Light Sector Rotation Notes (Dec 2014)

Overview The Island Light Sector rotation strategy was updated for December as part of our regular monthly rebalancing. The strategy employs an advanced algorithm for capturing market momentum in an optimized portfolio of US sectors, rebalanced monthly. For this month, we retained our exposure to the US financials and technology sectors, increased allocations...

Continue reading...

Island Light Sector Rotation Notes (Nov 2014)

Overview The Island Light Sector rotation strategy was updated for November as part of our regular monthly rebalancing. The strategy employs an advanced algorithm for capturing market momentum in an optimized portfolio of US sectors and is the latest in our series of innovative dynamic portfolio models. For the month, we increased our exposure to the...

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