Risk Managed Multi Factor MLP is a quantitative strategy aiming to deliver both outperformance over Alerian MLP Index during market upswings and downside management during severe market downturns. It combines our multi factor stock selection model with our tactical risk management tool. When the market is identified as “risk on”, the strategy normally invested in 20-25 publicly-traded MLPs with stronger momentum, better valuation, lower funding costs and relatively larger size. When the market is identified as “risk off”, the portfolio risk exposure is hedged or reduced. The strategy has the flexibility of investing only in cash or cash equivalent during negative market environment.
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