Retirement Portfolio Resilience Perspective
This Corporate Presentation provides an overview of Gyrostat's investment philosophy and the portfolio construction principles that would later evolve into the Retirement Portfolio Resilience Framework.
It outlines Gyrostat's approach to retirement investing through disciplined portfolio construction, embedded downside protection, diversification and risk-managed equity investing. The presentation explains the investment process, portfolio characteristics and historical outcomes while illustrating the long-standing philosophy of helping investors remain financially and emotionally invested throughout changing market conditions.
This Corporate Presentation forms part of Gyrostat's institutional history and serves as a companion reference for advisers, investors and researchers exploring the evolution of the Retirement Portfolio Resilience Framework and the broader Gyrostat investment philosophy.
Meeting lower risk retirement investor’s needs- Absolute return addressing sequencing risk
Gyrostat Risk Managed Equity Fund Classes A & B have downside protection always in place, regular income, with returns in rising and falling markets including large market falls.
Our class A flagship fund has 3 key features:
- Lower risk: 13 year track record no quarterly losses > 3%
- A track record of increasing in value on major market falls
- Absolute returns with a track record of increasing with market volatility
The leveraged Class B Units have a focus on greater returns and less risk protection.
