External Fund Products

While many fund firms strive for a complete fund lineup that cover the majority of global investable asset classes– and several fund firms even come close to a lineup comprised of superior fund managers (Fidelity, Vanguard, T. Rowe Price come to mind), no one firm has the best manager in every single asset class.  Therefore, we use a “best of breed” multi-firm multi-manager approach.

Below are what we believe will be the top-performing investment vehicles (U.S.-based, liquid) in the short- to medium-term for each asset class, based on our fund selection process. While our picks have demonstrated a long record of superior performance and we have high confidence in the sustainability of that performance going forward, managers and their teams do change, new information is brought to bear, and funds occasionally alter strategies. Thus our list is continually updated and our investments will reflect our latest research.

Our selection of the most attractive pooled investment products in the U.S. retail marketplace: mutual funds, exchange traded funds (ETFs), closed-end funds (CEFs), by investment (sub-) asset class category.

Active Fund Costs Comparison: primary share class Lipper vs. index fund product-- mutual fund (primary share class) or ETF
Balanced
Equity
Fixed Income
Real Assets
Alternative Strategies