Core-satellite

Core-satellite

Tactical Tilts & Portfolio

  • 70% of SAA in Core Portfolio, 30% of TAA in Satellite Stocks.
  • Pure alpha play.
  • Core exposure to market.
  • Satellite stock picks are actively traded to gain alpha
  • Fundamental valuations are key & exit strategy should be clear.

Core-Satellite: Size Tilt

Tactical Tilts & Portfolio Solutions

  • 90% of SAA in Core Portfolio, 10% of TAA in Satellite Style.
  • Core Portfolio generate steady income from Value Portfolio.
  • Satellite Growth provide opportunity to ride alpha in bull market.

Core-Satellite: Style Tilt

Tactical Tilts & Portfolio Solutions

  • 60% of SAA in Core Portfolio, 40% of TAA in Satellite Portfolios.
  • Broad-based, low-cost core holding combined with narrowly focused satellite exposure.
  • Satellite holdings to maximize alpha from assets across the globe.

Core-Satellite: Global Asset Allocation