Gradient Stable Value

In times of volatility and stress in the markets, stable assets can provide a safe haven for investors seeking stability. Stable value assets, as a component of a diversified portfolio, can be valuable not only for relative stability, but also as a temporary asset class for near-term distribution needs or as "dry powder" for future investment opportunities. The Gradient Stable Value Portfolio provides a diversified set of liquid, ultra-short maturity investments that are actively selected based upon pre-determined criteria.

The goal of the Gradient Stable Value Portfolio is to provide a conservative asset allocation that exceeds the level of cash yield provided by traditional banks and investment custodians. In that regard, the Gradient Investment Management Team will consider liquidity and stability as the primary investment criteria. This portfolio is not expected to ebb and flow with the market, but rather act as a ballast during times of higher volatility.