Portfolio Construction

Rethinking Traditional Asset Allocation with Ren Leggi

In the current yield-starved environment, ARK believes it is important for investors and allocators to find new pockets of opportunity for their customized portfolios. Growth-oriented investors with long-term time horizons often find it difficult to balance between growth and volatility. Emerging market allocations serve as an important example of such a transition. While “out of the box” or “non-traditional” investment strategies may seem to demand “high conviction” at first blush, they can evolve into viable and important sources of return.