ORCHARD PORTFOLIOS

Take the Fruit, Not the Tree

Exploring Sequence Risk Sequence risk can cause the transition from growing the nest egg to spending the nest egg uncomfortable and uncertain for retirees. During the accumulation stage, when investors do not need to rely on drawing from their portfolio, sequence risk is not a factor. However, sequence risk during the drawdown phase can pose a notable threat and lead to wide variations in outcomes for retirees....

Exploring Sequence Risk

Sequence risk can cause the transition from growing the nest egg to spending the nest egg uncomfortable and uncertain for retirees. During the accumulation stage, when investors do not need to rely on drawing from their portfolio, sequence risk is not a factor. However, sequence risk during the drawdown phase can pose a notable threat and lead to wide variations in outcomes for retirees....

FOURTRESS PORTFOLIOS

Et tu Brute?

by Darren Munn, CFA

by Darren Munn, CFA

EVENT ARBITRAGE FUND

ARBITRAGE FUND WHITE PAPER

by Thomas Kirchner, CFA

by Thomas Kirchner, CFA