Anderson Hoagland’s Dynamic Diversification Strategy (DDS) is an equity strategy that combines exchange traded funds with Anderson Hoagland’s stock selection methods in order to optimize risk adjusted returns. The strategy was introduced in January, 2009, following 12 months of extensive research into the relationship between different asset classes.

Each DDS account is invested in a worldwide portfolio of stocks. We use statistical optimization software to build portfolios of exchange traded funds, which offer remarkable flexibility inexpensively. These portfolios are designed to offer the best risk reward solution across US and international stock groupings and across value and growth styles. In addition, Anderson Hoagland supplements this widely diversified approach by dynamically adding concentrated positions of the most promising of our individual stock ideas.

The investment theory underpinning DDS is to take advantage of inexpensive diversification in an optimized manner while allowing for the opportunistic addition of individual stocks when they appear sufficiently attractive relative to the broader stock universe.