by Shelley Racine
Gyrostat Absolute Return Income Fund thumb
slide-bg-2 slide-bg-2

Retirement Portfolio Resilience Perspective

Category: Historical Investment Framework

Primary Pillar: Retirement Portfolio Construction

Supporting Pillars: Risk Pricing Discipline • Resilience Across Market Environments

This in-depth guide and accompanying presentation explain the portfolio construction principles that underpin Gyrostat's approach to combining long-term equity exposure with embedded downside protection.

Viewed through today's Retirement Portfolio Resilience Framework, the enduring principle is that resilient portfolio construction is achieved through disciplined capital allocation, appropriately priced protection and a commitment to reducing dependence on favourable market conditions. While the terminology and positioning reflect the investment environment of the time, the guide demonstrates an early expression of the philosophy that has subsequently evolved into Retirement Portfolio Resilience.

This historical guide forms part of Gyrostat's broader body of research, educational resources and portfolio construction developments documenting the evolution of the Retirement Portfolio Resilience Framework.

Current state of the market:  “Incredible risks yet bullish trend persists”  
Investment features:
•Protection always in place with upside  (participate in the upside in rising market)
•Make money in changing markets (prefer more volatile conditions, especially if large ‘one off’ market falls)
•Proven strategy over 7 years – our innovation is the investment risk management of equities
•An Absolute return Income Equity fund  is a conservative asset with the potential for capital growth in rising and falling markets

Download PDF for more information