Investment Approach

 

Capitalizing on Market Opportunities for Investors

 

New Windsor seeks to attain above-average capital appreciation primarily through trend and mean-reversion investment strategies in the global financial markets. The firm has developed a diversified multi-strategy investment platform comprising more than three distinct investment strategies. Some of New Windsor’s index investment strategies include Broad Market Index and Sector Focus; more traditional investment strategies include the Diversified Asset Class Portfolio.

 

New Windsor focuses on process-orientation and risk controls to act quickly and capitalize on investment opportunities in dynamic market environments. Portfolio construction and allocation decisions are guided by processes incorporating quantitative models with risk mangement a foundation of all our investment strategies.