Strategy
Investment Principles
Bull & Bear’s global macro investment strategy is designed to act as both an alpha generator and diversifier within a portfolio. The structure benefits from the flexibility to invest in a broad, unconstrained investment universe and attempts to generate alpha on both the long and the short sides of its portfolio in various markets.
The portfolio is constructed in a manner that we are able to achieve attractive upside performance during favorable market conditions, but when risks appear to outweigh the reward we take actions to preserve capital. The benefit of our structure is the ability to easily shift from one market to another with a variety of strategies to drastically cut the downside risks for investors and drive absolute returns that are comparable to the S&P 500.
