Don't Let "Buy and Hold" Leave You in the Cold

No items found.

October 31, 2017

Share this post

Balentine's Director of Institutional Relationships Darlene van Nostrand, CFA, and Chief Investment Officer Adrian Cronje, Ph.D, CFA, explain the benefits of a Global Asset Allocation (GAA) strategy in their article “Don’t Let Buy and Hold Leave You in the Cold,” which was featured in the Georgia Association of Public Pension Trustee's most recent newsletter.

Executive Summary

What if the typical, long-term “buy and hold” approach with calendar-driven rebalancing is missing a key source of potential return? One under-appreciated and misunderstood candidate is Global Asset Allocation (GAA). GAA strategies implement a more proactive, actively managed stance toward asset classes to take advantage of expected performance dispersion created by shifts in investor sentiment.

When adopted in a repeatable way, GAA strategies offer a complement to strategic asset allocation. Darlene van Nostrand and Adrian Cronje detail the benefits of Global Asset Allocation, describe three traits of an ideal GAA manager, and dispel two reasons people have been slow to adopt GAA as a strategy.

Click here to read "Don't Let Buy and Hold Leave you in the Cold."

No items found.

Browse our collection of resources from trusted thought leaders.

Balentine experts offer their authentic take on the latest financial topics, including our exclusive market publications, news, community events, and more.

View all

Eyes On The Road

Last quarter, stocks gained 2.3% while bonds lost 3.5%, their steepest drop since 2022. Wising yields, $90 oil and record U.S. debt, many investors are bracing for trouble. In our Quarterly Market and Economic Report, CIO David Damiani, CFA explains why our model is telling us to stay invested — and what could change our view.

Money Compounds, But Trust Compounds Faster

Drawing on his decades of experience guiding entrepreneurs, Robert Balentine shares practical habits for building a legacy that holds up across generations. In this Forbes article, he explains why the family businesses that last are often led by people who treat trust as part of what they will hand down.

What Business Owners Often Miss Before a Sale

In this Entrepreneur article, Mark Bell, Ph.D., explains how capital, people, earnings and succession are closely linked. He makes the case for examining all four areas early, while business owners still have time to strengthen the business on their own terms.

Read important disclosures here