Capstone Strategy Details

Granite's Capstone Strategy combines the Cornerstone and Keystone into a carefully blended Portfolio that allows the key strengths of each strategy to enhance the overall combination.

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This is the most advanced, comprehensive and powerful strategy that Granite offers.  

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The allocations of each Strategy are carefully designed to work in conjunction with each other in very specific ways. 

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The Cornerstone Strategy utilizes much of the idle cash that is often unable to be efficiently used by the Keystone Strategy.

Also, through the use of portfolio margin and due to our ability to effectively manage Cornerstone drawdowns, we are able to responsibly leverage the Cornerstone Strategy by a factor of 4X to significantly enhance its performance.

For more details on how the Cornerstone utilizes the Keystone's unused cash, click here. 

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The Keystone Strategy is a more advanced investment product that seeks returns greater than those expected from the Cornerstone Strategy, but those returns come with the potential of greater volatility.

 

 

The blend of both Strategies is intended to provide a more powerful and diversified mix of approaches with the goal of achieving consistent performance and minimal drawdowns. 

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The chart below demonstrates how the two different Granite Programs are allocated within the Capstone Strategy.
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