• GLOBAL ASSET ALLOCATION

Global Asset Allocation

Dalton Strategic Partnership (DSP) has been managing Global Asset Allocation portfolios since its inception in 2002. Our approach is simple, transparent and successful, and is based upon sound investment tenets. 

We believe that global active asset allocation is essential

  • because markets are cyclical and asset allocation among equities, bonds and cash is the best way to achieve positive returns over an economic cycle.
  • It also offers the best prospect for combining growth with capital preservation over the longer term.
  • To address the increased risk of economic and financial instability, investment flexibility and global diversification is critical

Key aspects of our asset allocation approach

  • We seek to achieve a positive return and, as a minimum, our objective is to beat a cash plus target over an economic cycle of five years
  • We manage our portfolios within an agreed long-term risk target and we monitor the absolute risk on a daily basis 
  • Our portfolios have the flexibility to invest 100% in cash in order to protect capital in a bear market.
  • Conversely, we  will use our pre-agreed asset allocation limits fully in benign markets
  • Our equity and bond exposure is determined by the level of  our conviction and the absolute risk exposure undertaken
  • We are sensitive to the currency denomination of a portfolio and we run portfolios in £, US$ and € specifically for investors seeking returns in those currencies
  • Our portfolios only invest in highly liquid and transparent instruments which are easily understood by investors and advisors alike

Our global asset allocation strategies are available in three formats