Portfolio construction intentionally designed to reduce volatility.

Our flagship strategy takes an endowment-style approach to portfolio construction, combining a curated set of differentiated strategies with independent sources of return. The objective is to generate meaningful long-term returns with lower volatility and shallower drawdowns than equity markets.

Endowment-Style Lower Volatility Shallower Drawdowns

The Construction Thesis

How a portfolio is built matters as much as what is in it.

We believe how a portfolio is constructed matters as much as what is in it.

By combining strategies with distinct return drivers — and actively managing their exposures, correlations, and risks — we seek to build a more resilient portfolio capable of delivering attractive risk-adjusted outcomes across a range of market environments.

A more resilient portfolio, built from return engines that work independently of one another.

Access

Unlocking access to liquid alternatives.

Liquid alternatives are investment strategies that seek returns from sources beyond traditional long-only stocks and bonds while maintaining relatively high levels of liquidity. Many are designed to capture persistent market behaviors, structural inefficiencies, or risk premia that sophisticated institutional investors have utilized for decades — including systematic sources of return such as:

Volatility Risk Premia

Harvesting the structural premium embedded in options and volatility markets as a differentiated return stream.

Trend-Following

Systematic positioning that follows persistent directional moves across global asset classes.

Quantitative Equity Factors

Rules-based exposure to enduring equity factors, independent of manager selection or market timing.

Relative-Value Strategies

Capturing pricing dislocations between related securities to generate returns with limited market direction.

The Access Gap

Powerful strategies that have stayed out of individual reach.

Despite their potential portfolio benefits, these strategies have historically been difficult for individual investors to access and effectively incorporate due to:

Complexity

High Minimums

Opportunity Identification

Rapidly Shifting Alpha

Where 76 South adds value

This is where we believe 76 South adds value.

We provide the infrastructure and expertise to source, evaluate, access, and combine these strategies within a single commingled fund. Where we have a differentiated capability, we may implement strategies directly. Where specialized expertise is required, we identify and conduct due diligence on external managers with demonstrated capabilities in those areas.

We then actively allocate across these return streams and manage the portfolio over time — seeking to ensure that each strategy continues to earn its place and that the overall portfolio remains aligned with our objectives for return, diversification, liquidity, and risk.

i. Source — ii. Evaluate — iii. Access — iv. Combine

Welcoming interior of a professionally managed commercial property

Tell us about your portfolio

Bring institutional strategy to your portfolio.

Considering liquid alternatives for your allocation? Talk to our team about your objectives and the structure your capital needs.

Email: [email protected]
Response Time: Within 1 business day
Office: Greater St. Louis, US

Contact 76 South