Aligned by design.

 

 

Where research, conviction, and investment management experience come together.

OUR APPROACH

 

 

Syzygy Asset Management aligns three building blocks of a modern portfolio: long-only equities, multi-asset real return, and market-neutral strategies. Each is backed by the research, conviction, and experience to do it well.

 

 

Most portfolios carry more risk than investors realize. Equity risk, in particular, tends to dominate in ways that are not always visible until markets come under pressure. Each strategy is designed to address that imbalance: seeking participation when conditions are favorable and seeking to limit the cost of environments when they are not.

Long-only EquitiesMulti-Asset Real ReturnMarket Neutral Strategies

Backed by the research, conviction, and experience to do it well.

Who We Serve

Institutional

Investors

Family

Offices

Registered

Investment

Advisors

Wealth

Management

Professionals

Our strategies are available to institutional investors, family offices, registered investment advisors, and wealth management professionals seeking active management with a clear and differentiated investment thesis. Strategies are accessible through direct relationships and through partnerships with leading global asset managers, making Syzygy's capabilities available across a broad range of platforms and investor types.

A MODERN PORTFOLIO

 

 

Our Strategies

All Asset Strategies

 

 

A multi-asset strategy designed to seek strong risk-adjusted returns across a broad range of market environments. The All Asset Funds invest across global asset classes, including equities, fixed income, commodities, and real assets, seeking to identify and allocate to the asset classes and strategies most likely to outperform on a forward-looking basis. Built for investors seeking a single, diversified solution managed with the same research-driven discipline as all Syzygy strategies. Available through PIMCO.

Active Equity Strategies

 

 

Designed to seek meaningful equity participation with substantially lower drawdown. The strategy takes long positions in attractively valued, high-quality companies while actively managing market exposure, targeting positive outcomes across market cycles with particular strength in environments where concentrated equity risk is most costly. Built for allocators seeking genuine differentiation from their core equity holdings. Our Active equity strategies are available through PIMCO and Russell.

FUND
TICKER
RAE Fundamental PLUS Fund
Allocation: Long Only
Market: US
Partner: PIMCO
PXTIX
Visit PIMCO for Details
RAE Fundamental PLUS Small Fund
Allocation: Long Only
Market: US
Partner: PIMCO
PCFIX
Visit PIMCO for Details
RAE US Fund
Allocation: Long Only
Market: US
Partner: PIMCO
PKAIX
Visit PIMCO for Details
RAE US Small Fund
Allocation: Long Only
Market: US
Partner: PIMCO
PMJIX
Visit PIMCO for Details
RAE Fundamental PLUS International Fund
Allocation: Long Only
Market: Dev ex-US
Partner: PIMCO
PTSIX
Visit PIMCO for Details
RAE International Fund
Allocation: Long Only
Market: Dev ex-US
Partner: PIMCO
PPYIX
Visit PIMCO for Details
RAE Emerging Markets Fund
Allocation: Long Only
Market: EM
Partner: PIMCO
PEIFX
Visit PIMCO for Details
RAE Fundamental PLUS EMG Fund
Allocation: Long Only
Market: EM
Partner: PIMCO
PEFIX
Visit PIMCO for Details
RAE Global ex-US Fund
Allocation: Long Only
Market: Global Ex US
Partner: PIMCO
PZRIX
Visit PIMCO for Details
Systematic Active Equity
Allocation: Long Only
Market: Global
Partner: Russell
MSMPGAA ID
RAE Fundamental Advantage PLUS Fund
Allocation: Long/Short
Market: US
Partner: PIMCO
PFATX
Visit PIMCO for Details
RAE Worldwide Long/Short PLUS Fund
Allocation: Long/Short
Market: Global
Partner: PIMCO
PWLIX
Visit PIMCO for Details

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Custom Active Strategies

 

 

For institutional clients and strategic partners with specific mandate requirements, Syzygy develops customized active strategies built on the same research foundation and investment process as our flagship offerings.

Disclaimer

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