R2 Investment Strategy

‘An investment strategy is a set of principles that guide investment decisions. There are several different investing plans you can follow depending on your risk tolerance, investing style, long-term financial goals, and access to capital.

Domestic & global equities, bonds and interest rates

R2 Asset Management’s
Flagship Strategy

R2 Asset Management’s Flagship Strategy seeks to consistently outperform the US equity benchmark S&P 500. We invest our client’s capital in a mix of US and International large and small cap equities, US fixed income instruments, commodities, and USD / equivalents. Our portfolio managers actively manage the strategy’s capital daily to maximize gains and minimize drawdowns. Asset allocation decisions are driven by our rigorous, data driven, quantitative investment process to take advantage of market conditions.

R2 Asset Management’s
Flagship Approach

Investing strategies are flexible. If you choose a certain strategy and it doesn’t work with your risk tolerance or business, you are certainly able to make changes. However, changing investment strategies comes at a cost. Each time you are buying or selling securities—especially in the short-term in non-sheltered accounts there is a high chance that it may create taxable events. Your portfolio may be riskier than you'd originally imagined after you see that your investments have dropped in value. By taking the time to understand the characteristics of each, you will be in a better position to choose one that’s right for you over the long term without the need to incur the expense of changing course which is our team is best served to assist your business needs.


Produce us equities, commodities and usd / equivalents

R2 Asset Management’s
Low Volatility Income Strategy

R2 Asset Management’s Low Volatility Income Strategy provides Institutions and Individuals a vehicle to invest their capital in low-risk assets that provide a stable and more predictable return on investment. The strategy invests in a blend of US short- and long-term fixed income instruments, low-volatility income producing US Equities, commodities, and USD / equivalents. Our portfolio managers actively manage the strategy’s capital daily and make asset allocation decisions driven by our rigorous, data driven, quantitative investment.

R2 Asset Management’s
Low Volatility Income Approach

Investing is not as simple as 2 + 2 sometimes. If you choose certain strategies and they don’t align with your risk tolerance or business approach, you should certainly be able to make the needed adjustments. It is of paramount significance to keep in mind that changing investment strategies comes at a cost. Whenever, you are buying or selling securities—especially in the short-term and in non-sheltered accounts there is a high chance that it creates taxable events. Moreover, one’s portfolio may be riskier than originally imagined after seeing that your investments have dropped in value. By taking the time to understand the characteristics of each, you will be in a better position to choose one that’s right for you over the long term without the need to incur the expense of changing course which is our team is best served to assist your business needs.