Incertus | Performance – December 2022
Performance for the IRON Incertus Portfolio as of December 31, 2022 is now available.
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
Incertus | Performance – December 2022
Performance for the IRON Incertus Portfolio as of December 31, 2022 is now available.
Read MoreIncertus | Performance – November 2022
Performance for the IRON Incertus Portfolio as of November 30, 2022 is now available.
Read MoreAlso available
Incertus ETF
Enjoy the unique design of our Incertus portfolio with 100% ETFs.
