about

About:

Investment philosophy

We invest to deliver long-term performance

Covariance’s philosophy is grounded in the principles of endowment investing, which emphasize portfolios strategically designed for long-term horizons, asset class and manager diversification, an integrated approach to liquidity and risk management and exposure to alternative asset classes.

With that in mind, Covariance constructs client portfolios to:

  • Obtain long-term performance through equity growth
  • Mitigate equity downside exposure through fixed income and hedge fund diversification
  • Protect against inflation with the ownership of real assets

Tenets of our philosophy

Portfolio
Customization

Judgment
Is Key

Diversification
Across Asset
Classes

Active
Management

Role Of
Alternatives

Manager
Monitoring
Is Critical

Past performance is not an indicator or guarantee of future results. While all investments entail risk, investing in alternative investments presents special risks, including the risks of leverage and speculative trading, which can heighten the risk of loss.