Investment Objectives & Strategies
At Spartan we believe that there are many factors in addition to investment returns that need to be considered by investors when analyzing an investment. For example, return objectives are not meaningful for an investor if we are only able to deliver those returns when the market is trending upwards. As well, few investors can tolerate extremely volatile returns even if the returns generated are very high. Accordingly, we believe it is important to consider a number of objectives such as returns, risk (volatility and drawdowns) and correlation to equity indices when making an investment decision.
Each fund in Spartan has their own unique investment strategies and objectives which are trying to capture specific opportunities in the market. Please see the detailed monthly performance reports found under the Funds link above or contact us for more information.
This term, meaning peers or equals, is what Spartan men called themselves, referring to their equality of education, military training, service, lifestyle and discipline.