Incertus | Performance – April 2023
Performance for the IRON Incertus Portfolio as of April 30, 2023 is now available.
Read MoreIncertus | Performance – Q1 2023
The portfolio gained 3.94% for the quarter, compared to 4.33% for the Morningstar Moderate Target Risk Index.
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 – April 2023
Performance for the IRON Incertus Portfolio as of April 30, 2023 is now available.
Read MoreIncertus | Performance – March 2023
Performance for the IRON Incertus Portfolio as of March 31, 2023 is now available.
Read MoreAlso available
Incertus ETF
Enjoy the unique design of our Incertus portfolio with 100% ETFs.
