Enhanced Dynamic®
Enhanced Dynamic® is a prudent, institutionally-oriented, fiduciarily sound, award-winning, quantitative equity allocation and investment methodology that was developed to produce higher domestic equity portfolio returns.
Objectives of the Enhanced Dynamic® Investment Methodology
Outperforming Market Averages with Strategic Equity Allocation
- The primary objective of the Enhanced Dynamic® investment methodology is to prudently allocate more domestic equity assets to the outperforming domestic equity styles (such as growth and value) and capitalization sizes (including small, mid, and large cap), while reducing exposure to underperforming and out-of-favor styles and cap sizes.
- Additionally, the Enhanced Dynamic methodology addresses a common challenge in investing: the tendency to hire and overweight last year’s top-performing investment strategies, only to see them underperform market averages over the next three to five years.
- Originally, the Enhanced Dynamic® approach was designed to minimize losses during market downturns. However, we discovered that it not only helps avoid the full impact of down markets but also enables investors to capture more of the market upturns, delivering stronger long-term results.
Key Features of Enhanced Dynamic®
Enhanced Dynamic® is not a tactical asset allocation or market timing strategy. Equity portfolios utilizing Enhanced Dynamic® are to remain fully invested at all times.