The goal of the Bold Series investment strategies is to provide clients with more specific and targeted risk/reward opportunities that are markedly different from a broadly diversified and multi‐asset allocation strategies such as the Brazen Global Beta Series.

 

The objective of BBS investment strategies is usually growth of principal, but not at the full expense of protecting the principal. Income generation is mainly incidental to the strategies, unless it is explicitly recognized as part of the objective of the strategy.