Inflation Protected™ is designed to generate returns in excess of inflation by combining income-producing securities with selective exposure to real assets. The strategy seeks to preserve and grow purchasing power over time while maintaining disciplined credit standards, valuation awareness, and long-term orientation.
Rather than reacting to inflation headlines, Inflation Protected™ is built on the premise that inflation is a persistent economic force that must be addressed structurally within a portfolio.
Many portfolios underestimate inflation risk.
Inflation does not need to be extreme to be damaging. Even modest, sustained inflation can materially erode purchasing power, particularly for capital allocated to traditional fixed income instruments that prioritize nominal stability over real value.
Inflation Protected™ exists to address this gap — providing a dedicated strategy whose explicit objective is to maintain real economic value, not simply nominal returns.
Inflation is often discussed as a short-term concern tied to monetary policy or supply disruptions. In reality, inflation is structural.
It is influenced by:
Because these forces evolve over years, not quarters, inflation risk cannot be managed reactively. It must be designed into the portfolio.
Inflation Protected™ approaches inflation as an enduring feature of the economic landscape, not a temporary anomaly.
Traditional fixed income strategies are typically designed to:
While these characteristics can be valuable, they often fail to protect purchasing power when inflation exceeds expectations. Coupon payments may remain stable while real value declines.
Inflation Protected™ was developed to complement traditional income strategies by introducing assets with pricing power and income streams that can adapt to inflationary pressures.
Inflation Protected™ combines:
The strategy is intentionally diversified across sources of return to reduce reliance on any single inflation outcome.
Security selection emphasizes:
Inflation Protected™ is intentionally constrained.
These constraints help ensure the strategy remains focused on its core objective.
It is designed to:
It is not designed to:
Inflation Protected™ accepts that some volatility is unavoidable when pursuing real returns.
The strategy is designed for investors who understand that preserving purchasing power requires tolerance for measured variability.
Key characteristics include:
Inflation Protected™ typically sits between:
It is often used to:
By explicitly addressing inflation, the strategy strengthens overall portfolio resilience.
Inflation often drives reactive decision-making. By allocating capital to a strategy specifically designed to address inflation, portfolios reduce the temptation to:
From a governance perspective, Inflation Protected™ provides a clear mandate that is easy to communicate and evaluate over appropriate time horizons.
Suitability depends on objectives, risk tolerance, and portfolio context.
Inflation Protected™ is well suited for investors who:
The value of Inflation Protected™ is realized through:
By addressing inflation structurally, the strategy supports better long-term decision-making.
