Tactical Long-only strategies

Highly responsive risk management.
 

Our Tactical Long-Only Strategies (TLOS) are ideal for investors looking for risk management that adjusts to market conditions:

  • Uncertain market conditions: TLOS adopt a conservative risk profile to minimize losses

  • Normal market conditions: TLOS take on a moderate, well-balanced risk profile

  • Ideal market conditions: TLOS assume an aggressive risk profile to maximize gains

Characteristics:

  • Fees: 0.5% per year

  • Market Exposure: 80%-90%, on average

  • Portfolio Volatility: 17%-23%, on average

  • Leverage/Margin: None

  • Goal: Deliver returns better than the level of risk involved

Balancing Rocks

Upgrade your portfolio with AI.

Downside Protection
Risk Management
Portfolio Diversification
Asset Allocation
Tax-Loss Harvesting

Explore Our Tactical Long-Only Strategies

Blended investment style

Best for retirement accounts


Fees: 0.5% per year

Sigma

Σ

Blended investment style

Best for individual accounts

Fees: 0.5% per year

Zeta

Ζ

Growth investment style

Best for individual accounts

Fees: 0.5% per year

Gamma

Γ

Value investment style

Best for individual accounts

Fees: 0.5% per year

Nu

Ν

 

Having trouble picking a strategy?