From this author
Extensive Capabilities of an Overlay Program: More than Meets the Eye
by Richard Fong, Managing Director, Overlay Solutions; Heather Wolf, Portfolio Manager
August 4, 2025
Read why we believe consultation, customization and flexibility are three key elements of a successful and holistic overlay program.
Turning Obstacles into Opportunities with Rebalancing
by Heather Wolf, Portfolio Manager; Richard Fong, Managing Director, Overlay Solutions
July 24, 2025
Read why we still see value in rebalancing—as long as there is disproportionate relative performance between the asset classes.
Broadening the Overlay Horizon: Adding Diversification with Trend Strategies
by James Thorson, Portfolio Manager, Overlay Solutions; Richard Fong, Managing Director, Overlay Solutions
January 6, 2025
Learn how we can help investors implement systematic strategies like trend following within an overlay program.