Resilient Portfolio Solutions

Systematic, globally diversified portfolios built to perform across changing market regimes.

Systematic, globally diversified portfolios built to
perform across changing market regimes.

All Weather Beta

Built for Every Market Environment

Regime Balance:
Adapting Without Predicting

Our All-Weather Framework draws on institutional principles to provide balance across the four dominant economic regimes—rising and falling growth, rising and falling inflation.

Instead of forecasting markets, portfolios are constructed to adapt through diversification, risk balance, and geographic customization.

Our All-Weather Framework draws on institutional
principles to provide balance across the four
dominant economic regimes—rising and falling growth,
rising and falling inflation.

Instead of forecasting markets, portfolios are constructed
to adapt through diversification, risk balance,
and geographic customization.

Stability & Consistency Across Global Mandates

Our All-Weather Framework draws on institutional principles to provide balance across the four dominant economic regimes—rising and falling growth, rising and falling inflation.

Instead of forecasting markets, portfolios are constructed to adapt through diversification, risk balance, and geographic customization.

Our All-Weather Framework draws on institutional
principles to provide balance across the four
dominant economic regimes—rising and falling growth,
rising and falling inflation.

Instead of forecasting markets, portfolios are constructed
to adapt through diversification, risk balance,
and geographic customization.

Measurable Preparation for Uncertainty

Our All-Weather Framework draws on institutional principles to provide balance across the four dominant economic regimes—rising and falling growth, rising and falling inflation.

Instead of forecasting markets, portfolios are constructed to adapt through diversification, risk balance, and geographic customization.

Our All-Weather Framework draws on institutional
principles to provide balance across the four
dominant economic regimes—rising and falling growth,
rising and falling inflation.

Instead of forecasting markets, portfolios are constructed
to adapt through diversification, risk balance,
and geographic customization.

Smart Beta

Systematic Factors, Informed by Macro Context

Value Tilt

Targets companies trading below intrinsic value, enhanced during recovery and reflation phases.

Seeks risk-adjusted outperformance through disciplined factor rotation.

Targets companies trading below intrinsic value, enhanced
during recovery and reflation phases.

Seeks risk-adjusted outperformance through disciplined
factor rotation.

Stability & Consistency Across Global Mandates

Our All-Weather Framework draws on institutional principles to provide balance across the four dominant economic regimes—rising and falling growth, rising and falling inflation.

Instead of forecasting markets, portfolios are constructed to adapt through diversification, risk balance, and geographic customization.

Our All-Weather Framework draws on institutional
principles to provide balance across the four
dominant economic regimes—rising and falling growth,
rising and falling inflation.

Instead of forecasting markets, portfolios are constructed
to adapt through diversification, risk balance,
and geographic customization.

Measurable Preparation for Uncertainty

Our All-Weather Framework draws on institutional principles to provide balance across the four dominant economic regimes—rising and falling growth, rising and falling inflation.

Instead of forecasting markets, portfolios are constructed to adapt through diversification, risk balance, and geographic customization.

Our All-Weather Framework draws on institutional
principles to provide balance across the four
dominant economic regimes—rising and falling growth,
rising and falling inflation.

Instead of forecasting markets, portfolios are constructed
to adapt through diversification, risk balance,
and geographic customization.

Alpha Macro Overlay

Systematic Factors, Informed by Macro Context

For qualified accounts, Vigo Capital’s discretionary Alpha Overlay introduces a tactical layer across equities, rates, currencies, and commodities.

Positions are guided by regime analysis—top-down to cross-asset—seeking asymmetric opportunities when macro signals converge. This selective overlay integrates thematic exposure and optionality to enhance returns while maintaining transparency and discipline. Fees are performance-aligned and minimums apply, reflecting a focus on partnership rather than product distribution.

For qualified accounts, Vigo Capital’s discretionary Alpha Overlay introduces a tactical layer across equities, rates, currencies, and commodities.

Positions are guided by regime analysis—top-down to cross-asset—seeking asymmetric opportunities when macro signals converge.
This selective overlay integrates thematic exposure and optionality to enhance returns while maintaining transparency and discipline.
Fees are performance-aligned and minimums apply, reflecting a focus on partnership rather than product distribution.

Curated Alternatives

Beyond Traditional Diversification

Alternatives

Private Equity
Qualified · Low Liquidity · Institutional Diligence

Real Estate
Qualified · Moderate Liquidity · Regional Expertise

Infrastructure
Qualified · Low Liquidity · Long-Duration Cash Flow

Private Credit
Qualified · Moderate Liquidity · Yield Focus

Hedging

Private Equity
Qualified · Low Liquidity · Institutional Diligence

Real Estate
Qualified · Moderate Liquidity · Regional Expertise

Infrastructure
Qualified · Low Liquidity · Long-Duration Cash Flow

Private Credit
Qualified · Moderate Liquidity · Yield Focus

Access and liquidity vary by investor suitability and mandate type.

Strategic Hedging

Governance & Risk Notes

Mandate

Each strategy operates under a defined investment mandate, outlining objectives, instruments, and oversight to ensure consistency and accountability.

Each strategy operates under a defined investment
mandate, outlining objectives, instruments,
and oversight to ensure consistency and accountability.

Tracking Error

Each strategy operates under a defined investment mandate, outlining objectives, instruments, and oversight to ensure consistency and accountability.

Each strategy operates under a defined investment
mandate, outlining objectives, instruments,
and oversight to ensure consistency and accountability.

Drawdowns

Each strategy operates under a defined investment mandate, outlining objectives, instruments, and oversight to ensure consistency and accountability.

Each strategy operates under a defined investment
mandate, outlining objectives, instruments,
and oversight to ensure consistency and accountability.

Taxes

Each strategy operates under a defined investment mandate, outlining objectives, instruments, and oversight to ensure consistency and accountability.

Each strategy operates under a defined investment
mandate, outlining objectives, instruments,
and oversight to ensure consistency and accountability.

Take Action

Begin a conversation about suitability and portfolio alignment with Vigo Capital.