COGNIZANT CAPITAL

• defined trading and allocation rules
• Market insight and timing Identifying entry and exit points with precision
• Consistency of execution Avoiding overexposure or erratic positioning

In this space, how decisions are executed matters as much as the decisions themselves.

Role Within a Portfolio

An allocation to AIF Category III is typically tactical and performance-oriented.

It can:

• Add agility to a portfolio during changing market conditions
• Act as a return enhancer alongside long-term investments
• Provide strategies that may perform across both rising and falling markets

It’s not a replacement for core holdings—it’s a dynamic layer that complements them.

A Note on Expectations

This strategy comes with a different set of expectations compared to other AIF categories.

• Performance may be more variable in the short term
• Returns are influenced by market conditions and execution quality
• Volatility can be higher depending on strategy style

The focus is on managing risk while capturing opportunities, not eliminating uncertainty.

Not all active strategies deliver the same outcomes—especially in volatile markets.

AIF Category III strategies are designed to capitalize on market movements, but success depends on timing, adaptability, and disciplined risk management.

At AltPort Funds, access 1800+ AIF strategies, allowing you to filter Category III funds based on performance patterns, downside protection, and strategy clarity.

The goal is simple—move beyond surface-level returns and focus on sustainable performance drivers.

Reach out to explore whether this strategy aligns with your portfolio’s dynamic allocation needs.