Hudson Total Mandate Portfolio

The Hudson Total Mandate Portfolio is available to accredited investors or those who qualify for certain exemptions. The pool is a standalone portfolio with no sector, market capitalization or geographical restrictions. The Hudson Total Mandate Portfolio uses institutional money managers with a global reach while incorporating hedging strategies to minimize risk.

Minimum investment amounts may be applicable with the Hudson Total Mandate Portfolio.

The portfolio invests in equity and fixed income securities with an emphasis on companies with attractive valuations and strong balance sheets. In addition to individually held securities, the fund may invest in exchange-traded funds and/or other pools to create geographical diversification and/or hedging opportunities.

Note: The pie chart is a close representation of the Q1 2019 F Class Asset Allocation.