Beyond the Barbell:
A Different Core for Modern Portfolios

Discover how one advisor redefined diversification — emphasizing systematic structure, not indexing or speculative stock picking to build portfolios intended to navigate changing markets. 

For years, advisors have relied on the “barbell” approach—pairing index funds with high-conviction active managers. But in a world of shifting leadership and concentrated benchmarks, that balance has grown fragile. 

This case study explores how Peregrine Asset Advisers uses a strategy powered by Stochastic Portfolio Theory to engineer equity exposure that stays aligned with the index while actively managing concentration risk. 

What You’ll Learn

  • Why traditional barbell portfolios face challenges in today’s markets.
  • How volatility can be harnessed—not feared—for diversification. 
  • What Stochastic Portfolio Theory reveals about portfolio growth. 
  • How advisors can strengthen core equity exposure. 
 

“It’s not about calling the next regime shift. It’s about building portfolios that hold up through them.”

— Dan Botti, Peregrine Asset Advisers 

Disclosures

Before investing, carefully consider the Fund’s investment objectives, risks, charges, and expenses. This and other important information can be found in the Fund’s Prospectus, available at IntechETFs.com or by calling 1-833-933-2083. Please read the Prospectus carefully before investing.

All investments involve risk, including potential loss of principal. There is no guarantee that Intech ETFs will meet their investment objectives. ETF shares may trade at a premium or discount to NAV, and tracking errors may occur. Equity markets may experience volatility due to general market conditions, economic events, and fluctuations in individual securities.

The information on this website is for educational purposes only and does not constitute investment advice, an offer, or a recommendation to buy or sell any security. Investors should consult a qualified financial professional before making investment decisions.

Intech Investment Management LLC serves as the sub-adviser to Intech ETFs, which are distributed by Foreside Fund Services, LLC. Foreside Fund Services, LLC is not affiliated with Intech Investment Management and does not provide investment advice or determine ETF investment decisions. The Funds are available exclusively to U.S. residents and are subject to U.S. laws and regulations.

FLX Networks is a Promoter, as defined by the Marketing Rule – Rule 206(4)-1 under the U.S. Investment Advisers Act of 1940, of the investment products contained herein. For such promotion, FLX Networks is compensated between 5% and 50% (annualized) of the net management fee of the respective investment products on assets raised/serviced by FLX Networks. FLX Networks is not a client of any of the investment advisers promoted herein.

For Institutional Use Only.