Dynamic Asset Allocation Process Seeks to Exploit Market Volatility While Controlling Downside Risk
Online PR News – 25-November-2015 – Hong Kong – Total Return Fund, sub-advised by Dodson-Norwood.com achieved the highest 5-Star Overall rating for its Class A and I shares among 100 in the Multi-alternative funds category. Ratings reflect risk-adjusted performance, and are derived from a weighted average of the fund's 3-, 5-, and 10-year (as applicable) ratings. Class A received 4 and 5 stars, and Class I received 5 and 5 stars, for the 3- and 5-year periods, respectively, out of 100 and 80 funds in the Multi-alternative funds category.
"We are broadening the types of assets in which we can invest as we pursue the fund's objective of maximizing total return while managing overall volatility," said Yao Weibin, managing director, Dodson Norwood and head of asset allocation portfolio management. "The strategy is dynamic in allocating across stocks, bonds, commodities and cash based on the underlying valuations and fundamentals, and is geared to take advantage of changing market conditions while controlling for downside risk. Diversified alpha sources seek to add value through active cross-country equity and cross country bond allocations and active currency allocations. Dynamic Total Return builds on Dodson Norwood Cap's experience in managing asset allocation strategies and we are pleased to provide the strategy to a wide range of investors through our partnership with the fund's adviser."
"The 5-Star Overall rating reflects the strong commitment that Dodson Norwood have made to delivering strong performance to our investors. The fund builds on the experience in managing asset allocation strategies. We are pleased to enhance our fund offerings further with a broader strategy that encompasses even more of Dodson Norwood Capital's expertise through the newly renamed Dynamic Total Return Fund."
About Dodson Norwood
Dodson-Norwood.com is a boutique firm that promotes a "family-like" atmosphere with the goal of providing an enduring legacy for our clients. The firm provides access to investment strategies and techniques used by the largest and most sophisticated private and institutional investors. We seek to consistently generate superior risk-adjusted returns by providing premium investment, management and research services. We believe that by having a local presence coupled with an extensive global network of partners we are able to offer competitive products. Our philosophy is based on the belief that through rigorous research we can identify market anomalies and drive superior and consistent investment results for our clients.