Incertus | Performance – March 2024
Performance for the IRON Incertus Portfolio as of March 31, 2024 is now available.
Read MoreIncertus | Performance – March 2024
Incertus | Performance – January 2024
Performance for the IRON Incertus Portfolio as of January 31, 2024 is now available.
Read MoreIncertus | Performance – January 2024
Quick Facts
- Portfolio Manager: Actively managed by IRON Financial
- Investment Style: Equities, long-term Treasuries, and commodities with a global focus
- Benchmark: Morningstar Moderate Target Risk Index
The Objective
- Seeks to generate capital growth with lower drawdowns and lower volatility in every market environment
The Strategy
- “All weather style returns strategy”
- Pursued by rotating asset class and securities exposure based on the most prevalent macro risks throughout the market cycle
![Aaron-Izenstark Aaron-Izenstark](https://ironfinancial.com/wp-content/uploads/2020/05/Aaron-Izenstark-247x155.jpg)
Aaron Izenstark
Co-Founder and Chief Investment Officer
![Joe-Fanaro Joe-Fanaro](https://ironfinancial.com/wp-content/uploads/2020/05/Joe-Fanaro-247x155.jpg)
Joe Fanaro
Portfolio Management and Trading
![George-Georgiev George-Georgiev](https://ironfinancial.com/wp-content/uploads/2020/05/George-Georgiev-247x155.jpg)
George Georgiev, CFA
Portfolio Management and Research
Incertus | Performance – March 2024
Performance for the IRON Incertus Portfolio as of March 31, 2024 is now available.
Read MoreIncertus | Performance – March 2024
Incertus | Performance – January 2024
Performance for the IRON Incertus Portfolio as of January 31, 2024 is now available.
Read MoreIncertus | Performance – January 2024
Also available
Incertus ETF
Enjoy the unique design of our Incertus portfolio with 100% ETFs.