The Dispatch

Kensington Dynamic Growth Strategy

We are pleased to announce the addition of another model portfolio from Kensington Asset Management, now available on the Freedom Advisors platform.

This strategy is designed to tactically alternate between a risk-on state in response to advancing equity markets and a risk-off state during times of market weakness, using a proprietary trend-following model. The strategy is designed for investors who seek equity-like returns but wish to reduce the volatility and drawdown that comes with passive investment in equities.

Kensington’s foundational principles are rooted in four major factors:

• Recognition that investor psychology plays a major role in shaping the character of a market in determining how price action unfolds.
• Model components are purposely designed with either a buy or sell side bias.
• Signals are based upon a modular convergence of multiple combinations of set ups and triggers.
• Emphasis is placed on the need to avoid reliance on the standard and popular indicators in the lexicon of technical analysis, seeking to gain advantage over the universe of technically driven investment methods.

Contact your EQIS Business Consultant to find out more about this model or click on the model name in the Freedom Advisors Model Center where you will find extensive information on the Kensington Dynamic Growth Strategy.