Cedar Capital CIO, Neil Peplinski, provides an overview on how Cedar Capital, a Chicago-based firm, takes the typical buy-and-hold portfolio construction and melds wit with multiple tactical strategies. By doing this, Cedar Capital hopes to diversify portfolio risk, but at the same time, include alternative strategies for asset allocation.
Key points discussed by Peplinski:
- The industry of portfolio construction is built around a strategic buy and hold philosophy, active benchmark-centric strategies and a mix of riskier assets
- Cedar Capital’s view is to use the existing tried-and-true philosophy and tactical plus alternative investments
- The result of Cedar Capital’s strategy is a portfolio that is systematically positioned to deliver better performance expectations
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