In seeking to build the optimum portfolio, Salient looks to preserve client’s assets in volatile or difficult markets while offering opportunities to take maximum advantage of strong markets.

We achieve this in two primary ways:

• Risk management through diversification, which reduces volatility through the combination of non-correlative asset classes, investment strategies, and geographies, and


• Disciplined, dynamic asset allocation across multiple asset classes, investment strategies, geographies, and independent top-tier managers.

In constructing a portfolio, we integrate alternatives with stocks, bonds, and cash. Then we optimize each asset class – sector vs. sub-sector, long vs. hedged, managed vs. indexed – to ensure that the right assets are overweighted or underweighted at the right time.

This strategic asset allocation helps to ensure portfolios that are defensive minded – reducing volatility and uncertain returns – while still maintaining the potential for capital appreciation.