DB Yale Model

Closed to new Customers

This endowment model seeks to achieve consistent returns with low correlation to traditional financial market indices. We target Equity type returns with Bond type volatility.

Investment Allocation Methodology

Equity Appreciation and Value: This strategy employs long and short trading in common stock, and convertible securities of U.S. and foreign issuers. Tactical allocation strategy rebalances the percentage of assets held in various categories in order to take advantage of market pricing anomalies or strong market sectors.

Absolute Return, Momentum and Event Driven: This strategy is designed to exploit equity market inefficiencies, which involves being simultaneously invested in long and short matched equity portfolios generally of the same size, usually in the same market. Momentum Driven seeks to measure the performance of U.S. large- and mid-capitalization stocks exhibiting relatively higher momentum characteristics. Event Driven is designed to invest in securities with prices that are or will be impacted by a corporate event. 

Fixed Income: This strategy invests primarily in a diversified portfolio of high-yield, high-risk, fixed income securities, including secured and unsecured loan assignments, preferred stock, loan participations and other loan instruments, of U.S. and foreign issuers.

Private Equity: This strategy seeks returns similar to private equity funds.

Real Estate: This strategy invests primarily in equity and equity-related securities issued by global real estate companies.

Natural Resources: This strategy invests, under normal circumstances, in equity securities of companies with operations throughout the world that own, explore or develop natural resources and other basic commodities or supply goods and services to such companies. 

There is no guarantee the DB Yale Model will achieve its investment objective.