Core Portfolios

Columbus Macro Global Tactical Equity is a separately managed account strategy designed to serve as a core equity position in a well-diversified portfolio.  Utilizing exchange traded funds (ETFs), it provides the diversification benefits of global exposure by seeking alpha opportunities across U.S., developed international, and emerging equity markets.  The strategy also flexibly tilts across the broadest opportunity set of equity sub-segments (by region, country, sector, style, market capitalization) while remaining fully invested to the asset class.  Adjustments are made based on intermediate to long-term assessments rather than market timing or short-term trading.  The strategy’s moderate turnover makes it appropriate for taxable or qualified accounts.  Global Tactical Equity assumes active risk against its benchmark by implementing active overweight and underweight decisions within global equity segments, including potential positions that may more closely match the composition of the global real economy than index weightings based on market capitalization.


Columbus Macro Global Income is a balanced, growth and income strategy focused on gaining flexible exposure to the major global income-generating asset classes.  The strategy seeks to provide current income and long-term capital appreciation with active risk management to actively navigate the complexity of a low interest rate world.

Yield is sourced from a variety of instruments including exchange traded funds (ETFs) and mutual funds as well as individual U.S.-listed stocks.  A robust process is employed for selecting dividend-paying U.S. stocks that meet rigorous, industry-specific earnings quality metrics for balance sheet strength and operating efficiency.   This analysis is aimed at gauging the sustainability of dividend income streams.  Market risk and interest rate sensitivity are also carefully assessed as part of an active risk management framework.  Equity and credit risk can be increased or decreased in response to changing market environments. Given the active nature of this approach, the strategy does not target a specific yield but rather seeks to source income in a disciplined manner.


Columbus Macro Global Tactical Bond is a separately managed account strategy designed to serve as a core fixed income holding in a well-diversified portfolio.  Utilizing exchange traded funds (ETFs), it provides the diversification benefits of global exposure by seeking alpha opportunities across U.S., developed international, and emerging bond markets.  The strategy also flexibly tilts across the broadest opportunity set of fixed income sub-sectors (sovereign region and country bonds; agency, corporate and high yield debt; inflation-protected bonds) while remaining fully invested to the asset class. Adjustments are made based on intermediate to long-term assessments rather than market timing or short-term trading.  Global Tactical Bond’s moderate turnover makes it appropriate for taxable or qualified accounts.  The strategy assumes active risk against its benchmark by managing portfolio sensitivity to interest rates and credit spreads as well as implementing active overweight and underweight decisions within global fixed income segments.

There is no guarantee that any strategy will be successful in reaching its objectives, please consult disclosures for additional Information.