By: Devin Cassels, SEI Investment Management Unit
- Single asset classes will often outperform or under-perform significantly over short time periods.
- With that noted, short-term under-performance of a diversified strategy does not mean diversification has failed.
- Diversification is a long-term investment strategy that should not be judged by short-term metrics.
Believe in Diversification and Stay the Course
Investment success is all about finding the best opportunities, blending them to create efficient portfolios and remaining invested long term. Holding an attractive long-term portfolio, however, is not always easy over shorter time frames. For investors enviously comparing their portfolios to the S&P 500 Index, 2013 is one of those short-term periods.
- Please click here to read the entire commentary with exhibits
- For a chart of Asset Class Returns through 2012 click here
- For a Q3 Commentary from the Absolute Strategies Fund which has an allocation in many of our Compass Capital strategies click here.