Brinker Capital to Launch One of the Investment
Industry’s First Absolute Return Portfolios in
Separately Managed Account Format
The Brinker Capital Crystal Strategy I, a highly diversified tactical portfolio, seeks to outpace inflation
Focus On Loss Containment through Active Risk Management
July 12, 2010 11:45 AM Eastern Daylight Time
BERWYN, Pa.--(EON: Enhanced Online News)--Brinker Capital, a leading investment management firm, today
announced plans to launch a breakthrough investment strategy – an absolute return portfolio embedded in a
separately managed account (SMA) format. With a focus on bringing clarity to alternative investments, The Brinker
Capital Crystal Strategy is a proprietary product designed to help financial advisors preserve client capital in down
markets while capturing appreciation in up markets. It will be available to Brinker Capital’s advisors in September.
The Brinker Capital Crystal Strategy will take a three-tiered approach to investing: allocating broadly among
different asset classes, investing in multiple diverse strategies, and using highly-focused stock selection.
Using tactical and strategic processes, Brinker Capital will broadly allocate The Brinker Capital Crystal Strategy
across six major asset classes, including domestic and foreign equity, fixed income, absolute return, real assets,
private equity, and cash. Within these asset classes, Brinker Capital will employ a diversity of investment vehicles,
including individual stocks, exchange-traded funds, closed-end funds, open-end funds, and Master Limited
Partnerships, among others. Highly-focused stock selection will be employed, seeking to further increase the
portfolio’s risk-adjusted rate of return.
By focusing only on a limited number of stocks that represent its best ideas, Brinker Capital believes clients will
receive higher return potential with little incremental portfolio risk.
“The market environment of 2008 taught the investment industry many decisive lessons, not the le