Portfolio Manager Michelle Borré diversifies her mutual fund portfolios by making extensive use of a wide variety of alternative investment strategies and assets, which are sometimes used in non-traditional ways.

While Michelle believes that stocks and bonds may not deliver the exceptional returns they delivered in the past, in her opinion certain alternative investment strategies that rely on manager skill have the potential to deliver attractive returns with lower volatility.

She uses the flexibility of alternative investment strategies to respond to a number of fundamental investment themes, including the slowing of China’s growth profile and the decentralization of media. Both themes allowed her portfolio to take a position on changing fundamentals before they were well understood by the market.

Learn more in this Q&A with Michelle why alternative investment strategies that rely on manager skill have the potential to deliver attractive returns.

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