WHY CONSIDER A FORTIFIED PORTFOLIO
WE BELIEVE INVESTMENT PORTFOLIOS OF THE FUTURE INCLUDE ALTERNATIVE INVESTMENTS
THE TRADITIONAL 60/40 PORTFOLIO
HASN’T EVOLVED IN DECADE
Designed to balance growth from stocks with safety from bonds, the traditional 60/40 portfolio had its time during an era of low inflation and stable markets, but is no longer enough for today’s uncertain markets.
THE FUTURE OF INVESTING IS FORTIFIED
The traditional portfolio, designed decades ago, relied on stocks for growth and bonds for stability, assuming they’d move in opposite directions. But today, they often move together, eroding that foundational balance. Adding alternative investments could provide more stability: aiming to maintain upside in strong markets while helping reduce losses when markets fall.
WHAT IS A FORTIFIED PORTFOLIO?
The Fortified Portfolio is PICTON Investments’ evolved approach to investing, designed to offer greater resilience and more consistent outcomes across all market conditions. It challenges the traditional 60/40 model (60% stocks / 40% bonds) by integrating liquid alternatives into the portfolio mix. True diversification requires exposure to diverse types of investments. The goal is to achieve more stable performance by balancing gains and loses and reduce the chance of all investments moving the same direction.
A FORTIFIED INVESTMENT PORTFOLIO
CAN OFFER MANY BENEFITS
THE BOTTOM LINE:
In today’s markets, uncertainty is the only constant. A Fortified Portfolio is built to endure and could offer a more modern, resilient approach that reflects how markets behave today, not how they used to. By incorporating liquid alternatives alongside equities and fixed income, investors can gain access to stronger diversification, the potential to reduce drawdowns, while aiming to achieve. more consistent outcomes. It’s not just about weathering volatility; it’s about moving forward with greater certainty
Disclosure
This material has been published by Picton Mahoney Asset Management (“PICTON Investments”) on August 20, 2025. It is provided as a general source of information, is subject to change without notification and should not be construed as investment advice. This material should not be relied upon for any investment decision and is not a recommendation, solicitation or offering of any security in any jurisdiction. The information contained in this material has been obtained from sources believed reliable, however, the accuracy and/or completeness of the information is not guaranteed by PICTON Investments, nor does PICTON Investments assume any responsibility or liability whatsoever. All investments involve risk and may lose value. This information is not intended to provide financial, investment, tax, legal or accounting advice specific to any person, and should not be relied upon in that regard. Tax, investment and all other decisions should be made, as appropriate, only with guidance from a qualified professional.
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This material contains “forward-looking information” that is not purely historical in nature. These forward-looking statements are based upon the reasonable beliefs, expectations, estimates and projections of PICTON Investments as of the date they are made. PICTON Investments assumes no duty, and does not undertake, to update any forward-looking statement. Forward-looking statements are not guarantees of future performance, are subject to numerous assumptions, and involve inherent risks and uncertainties about general economic factors which change over time. There is no guarantee that any forward-looking statements will come to pass. We caution you not to place undue reliance on these statements as a number of important factors could cause actual events or results to differ materially from those expressed or implied in any forward-looking statement made.
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