Offense is about growth.
Offense is about moving the ball downfield—driving growth, building wealth, and capturing appreciation over time. In portfolios, offensive strategies target capital gains, whether through public equities, private markets, or emerging opportunities in digital assets.
Offense: Growth-oriented exposures designed to advance the ball over time.
But not all offensive plays carry the same risk. Just as a football team alternates run plays, passes, and deep throws strategically, advisors may deploy growth assets with varying levels of aggression depending on client circumstances and market conditions.
Notably, many alternative strategies are about growth. At right is how offense works across three distinct plays: run, pass, and the bomb.
The Run: Add Returns with Equity Exposure
The Pass: Extra Gains from Private Markets
The Bomb: Maximize Results with High-Octane Growth
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CONTENTS
A New Playbook for Client Portfolios
Framing the History of Alts and Asset Allocation Through Football
Today’s Updated Playbook: Alts Playing Alongside Their Stock and Bond Teammates
Offense: Growth Assets and Strategies
Defense: Income Assets and Strategies
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