Pan Reliance Investment Philosophy 


Our investment philosophy is to provide our clients consistent returns with low volatility and low correlation to traditional equity and fixed income indices. We focus primarily on managers and strategies where our fundamental research can identify the sources and repeatability of their risk-adjusted return profiles and processes.


Additionally, we own managers with nimble trading capabilities who can navigate through technically driven markets while executing on fundamental views, and who can capitalize on the more volatile market conditions that we have experienced since 2008.


Overall, we strive to build portfolios that are diversified, have low risk and are stable under stressed conditions. Low exposure to financial market movements is a direct result of our core investment process.


Through this philosophy we invest with portfolio managers employing a variety of strategies, including relative value, event driven, global macro, equity long/short and credit strategies.