Balancing risk and return for a long-term investment horizon

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Spring Capital has implemented a diversified portfolio of private and public investments with an optimal balance of risk and return for a long-term investment horizon. Different components of the portfolio are designed to generate income, growth/capital appreciation, or both.

Investments are made across various asset classes based on long-term risk and return expectations. Some of asset classes included are: Active and Passive Long Only Equity, Long-Short Equity, Private Equity, Real Assets, Fixed Income and Lower Volatility Hedge Fund Strategies.

Allocation decisions are primarily driven by Diversification (The portfolio is constructed with a mix of different asset classes that have varied risk and performance profiles and low correlations to one another), Minimizing Volatility, Mean Reversion and Ongoing Portfolio Rebalancing (Spring Capital purchases underperforming assets and sells outperformers, with the goal of using rebalancing to maintain target allocations).

The portfolio is dynamically positioned to take advantage of opportunities through strategy weightings, opportunistic manager selection and regular evaluation of asset classes.

Optimal balance of risk and return for a long-term investment horizon