Bowmoor Global Alpha and Sanlam Managed Risk Fund have outperformed S&P 500 Amid Market Volatility 

Since 2024, Astra Worldwide’s investment team has strategically diversified client portfolios to mitigate risk. This approach involved increasing exposure to alternative funds that operate independently of traditional stock market fluctuations. As part of this initiative, the team integrated the following two funds across nearly all portfolios, alongside an enhanced allocation to gold.

In anticipation of heightened market volatility, Astra Worldwide strategically integrated Bowmoor Global Alpha and the Sanlam Managed Risk Fund into its portfolios. This proactive approach aims to safeguard investments as markets prepare for potential disruptions associated with a second Trump administration. Amid economic uncertainty, shifting policy expectations, and geopolitical tensions fueling market fluctuations, these funds have demonstrated their resilience by outperforming the S&P 500 and delivering stability in volatile conditions.

Risk Management and Downside Protection 

Both funds employ sophisticated risk management strategies, helping to mitigate losses during market downturns. Sanlam’s Managed Risk Fund, for example, utilizes a dynamic volatility control mechanism that systematically adjusts exposure to equities based on prevailing market conditions. By reducing allocation to equities when volatility spikes, the fund helps protect capital while maintaining upside potential during stable periods. Additionally, its use of options and hedging strategies further limits potential drawdowns. 

Bowmoor Global Alpha, on the other hand, employs a trend-following strategy in the Futures market, allowing it to dynamically adjust positions based on prevailing market momentum. This systematic approach enables the fund to capitalize on sustained price movements while cutting exposure to assets experiencing negative returns. By utilizing futures across multiple asset classes, Bowmoor Global Alpha enhances diversification and maintains an agile portfolio, adapting seamlessly to evolving market conditions. The fund’s disciplined execution of trend-following techniques helps it mitigate downside risk while capturing opportunities during periods of volatility. 

What This Means for Astra Clients 

For Astra clients, the performance of Bowmoor Global Alpha and Sanlam Managed Risk Fund underscores the importance of proactive investment management in volatile markets. These funds have been carefully selected to enhance portfolio resilience and reduce downside exposure. 

By integrating these strategies, Astra Worldwide clients benefit from: 

• Reduced Portfolio Volatility: With strong risk management mechanisms in place, these funds help smooth returns, minimizing extreme fluctuations. 

• Diversified Exposure: The combination of a trend-following strategy and dynamic risk controls ensures broad market adaptability. 

• Strategic Positioning for Market Cycles: In a time of economic and political uncertainty, these funds provide a balanced approach that aligns with Astra’s long-term investment philosophy. 

As markets respond to evolving economic and political dynamics, Astra Worldwide remains focused on uncovering investment opportunities that strike a balance between growth potential and risk mitigation. With a disciplined, forward-looking strategy, the firm aims to position client portfolios for sustained long-term success.

To ensure your investments align with your risk tolerance and financial goals, we encourage you to stay connected with your advisors and proactively review your strategy in light of evolving market conditions. 

Discover Sanlam AI-Driven Risk Management: A Smart Investment Strategy by clicking the link below. https://astraworldwide.com/future-investing-ai-risk-management/

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