Alpha Seeker

Alternative return stream driven by volatility-informed positioning

Alpha Seeker returns are available on the Morningstar Direct database

For investors seeking a diversifier that is not just another equity or bond substitute

Based on signals from our Volatility Dashboard, Alpha Seeker uses S&P 500® and VIX® exposures to pursue return with low correlation to stocks and bonds.

rules-based

Positions based on signals from our Volatility Dashboard

limited exposure

Constructed to target overall risk in line with equities

low correlation

Ability to profit regardless of the direction of the stock or bond markets