Incertus | Performance – Q2 2022
Overall, Incertus generated a smaller loss and other wins compared to its benchmarks.
Read MoreIncertus | Performance – Q1 2022
Overall long-term Incertus portfolio returns have been solid compared to our benchmark.
Read MoreQuick 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
Co-Founder and Chief Investment Officer
Joe Fanaro
Portfolio Management and Trading
George Georgiev, CFA
Portfolio Management and Research
Browse performance and more for the Incertus Suite.
Also available
Incertus ETF
Enjoy the unique design of our Incertus portfolio with 100% ETFs.
