The Hanlon All-Weather Models
We’re living in an era of increasingly complex, volatile and unpredictable investment markets which calls for a more intelligent, deliberate and proactive approach to building and protecting wealth.
That’s precisely why we created the Hanlon Investment Management All-Weather Models. Each individual model, is tailored to address the varying needs of investors and features a meticulous investment blend that seeks to achieve the greatest reward for a given amount of risk in bull markets, bear markets and everything in between.
The heart of Hanlon All-Weather Models is a proprietary portfolio construction process. This process fuses together the best attributes of multiple asset allocation methodologies. We start by using Mean-Variance Optimization, then we improve on it with a Black-Litterman approach that produces diversified portfolios designed to weather any financial climate. Finally, we inject tactical and alternative holdings to provide additional downside protection for certain investment models. Diversification is a powerful means of maximizing returns for a given level of risk, and we cast an exceptionally broad net, going well beyond stocks and bonds to include real estate, tactical and alternative investments.
The process of applying these methodologies to develop our strategy is what we refer to as our Essential Portfolio Theory.
The heart of Hanlon All-Weather Models is a proprietary portfolio construction process. The result is an all-in-one investment solution that’s unique in harnessing both the long-term efficiency of buy-and-hold investing and the defensive qualities of tactical asset management.
A deep analysis of market conditions that incorporates not only our own views but also the perspectives of some of the industry’s most respected research firms.
We employ a quantitative technique that weighs potential returns against potential risks, with a goal of creating the ideal combination of investment types.
A rigorous screening process evaluates managers, including low cost index based solutions, on a variety of performance and expense metrics.
Final adjustments are made, including alignment of the portfolio with individual investor needs, to include tax considerations.
The portfolio is monitored and periodically reset to target allocations with an eye on cost- and tax-efficiency.