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

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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