Alternative Equity

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Why Alternative Equity?                 Why Now?                 Why AXS Alternative Equity?

Our alternative equity strategies seek to provide equity market participation, but without the correlation to, volatility of, or other characteristics exhibited by stocks.  These strategies can serve as a core equity allocation or a complement to an existing equity portfolio.

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Why Alternative Equity?

  • Need long-term growth assets but concerned about high valuation of equity markets
  • Desire upside participation of equity markets with downside risk mitigation
  • Diversify and broaden your investment exposure
  • Seek to dampen portfolio volatility

Investors have long included stocks as their primary portfolio allocation. On one hand, many of these investors have been rewarded by the years-long growth in the equity markets since the Financial Crisis and, therefore, desire to remain exposed to potential stock market gains. However, the COVID-19 global pandemic, along with other prior periods of significant market disruption may drive many investors to seek alternative equity strategies that may provide greater risk mitigation, lower volatility and greater overall portfolio diversification.  Alternative equity strategies are designed to potentially achieve those outcomes.

Why Now?

Today’s stock market valuations are elevated, with many stocks currently at or near their all-time highs.  And while market uncertainty persists, many investors nevertheless desire to remain exposed to equity markets for upside participation. Alternative equity strategies seek to provide the benefits of equity market exposure, but with lower volatility and correlation, and downside risk mitigation.

Now may be the time to consider this combination of outcomes.

Why AXS Alternative Equity?

AXS = Access

We believe that providing robust alternative equity strategies requires not only time-tested, institutional-quality investments, but also managers with long and strong performance track records.  Alternative equity funds from AXS Investments are managed by highly experienced portfolio managers with unique experience in alternative equity investments, which seek to provide equity market upside participation, but with lower volatility, less stock market correlation and downside risk mitigation.