Gresham’s Refined Approach to Portfolio Construction and Improved After Tax Outcomes

Gresham is pleased to share with you the attached piece our Investment Team has authored titled: “Gresham’s Refined Approach to Portfolio Construction and Improved After Tax Outcomes”.

Gresham’s unconventional approach to portfolio construction, which remains rooted in understanding the role assets play in different environments, has served clients well for more than 25 years and throughout the different regimes it was designed to address. In this article we describe how we must continually evolve and refine our framework and the allocations within it to meet the changing needs of our clients and the changing opportunities presented by capital markets and new investment solutions.