This strategy is a composite, quantitative stock investment strategy that seeks to provide substantial long-term capital appreciation over a full market cycle while also providing moderate downside protection against major market declines. More specifically, this strategy’s integrated approach seeks to produce returns that are greater than the Russell 3000 U.S. Stock Market Index over a full market cycle, with lower downside risk, by investing in a portfolio comprised of an allocation of approximately 65% to our Multi-Factor Equity Strategy™, 20% to our Risk Managed U.S. Equity Strategy™ and 15% to our Levered NASDAQ 100 Trend-Following Strategy™. In summary, this strategy is a multi-strategy, U.S. stock investment strategy that includes a moderate allocation to asymmetric, levered and unlevered trend-following strategies to enhance portfolio diversification and reduce risk. The portfolio is rebalanced and reconstituted at least annually and typically contains between 125 and 130 stocks, along with a trend-following position in the ProShares Ultra QQQ Levered NASDAQ 100 Index ETF (QLD). Fact Sheet>
This strategy is a focused, quantitative stock investment strategy that seeks to provide long-term capital appreciation over a full market cycle. More specifically, this strategy's integrated approach seeks to produce returns that are greater than the Russell 3000 U.S. Stock Market Index over a full market cycle by investing in a concentrated portfolio of small, medium and/or large capitalization stocks that have substantial quality, value, growth, low volatility and price momentum factor advantages. The portfolio typically contains between 25 and 30 stocks and is reconstituted at least annually. Fact Sheet>
This strategy seeks to provide long-term capital appreciation over a full market cycle while also providing substantial downside protection against major market declines. More specifically, this strategy’s integrated approach seeks to produce returns that are commensurate with the S&P 500 Stock Market Index over a full market cycle by investing in large capitalization U.S. stocks that have low to moderate volatility and substantial quality, value and price momentum factor advantages. It also seeks to limit downside risk (i.e., maximum drawdowns or peak-to-bottom declines) through the application of a proprietary, multi-factor market-timing hedge as a portfolio overlay. In summary, this strategy is an asymmetric, large capitalization U.S. stock investment strategy that provides the benefits of risk-controlled equity exposure. Fact Sheet>
This strategy is a levered, stock index trend-following investment strategy that seeks to provide substantial long-term capital appreciation over a full market cycle while also seeking to limit major portfolio drawdowns (i.e., peak to bottom declines). More specifically, this strategy seeks to produce returns that are greater than those of the NASDAQ 100 Index over a full market cycle, with lower downside risk, by combining an investment in the ProShares Ultra QQQ Levered NASDAQ 100 Index ETF (QLD) with a proprietary, multi-factor trend-following hedge as a portfolio overlay. This tactical hedge is designed to reduce risk by moving the portfolio into defensive cash or fixed income investments when the current market environment suggests that the risk of owning stocks is high and keep the portfolio fully invested in QLD when the risk of owning stocks is moderate to low. Due to its high volatility and use of leverage, this strategy is best suited for investors with an aggressive risk tolerance who also want asymmetric equity exposure. Fact Sheet>
In addition to our established investment strategies, we also are available to work with clients with significant assets to develop custom investment strategies designed to satisfy their unique investment objectives.
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