What Does A Top-Down Process Look Like?

If you’re a client, listened to the weekly podcast, or have any type of familiarity with Adaptiv, you have likely heard us talk about a “top down” approach to the markets. And of course, this absolutely flows through to our portfolio management process. In a nutshell, it really boils down to a combination of relative strength and wanting to own “the best of the best of the best”. We feel that these two attributes put our clients in the best positions from a risk/return perspective.