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The All Environments Strategies

The All Environments Strategies

THE PROBLEM: HIGH RISK PORTFOLIOS

Most traditional portfolios are at risk for steep losses because of three key issues.

Lack of Real Diversification

Most portfolios have far too much exposure to stocks.  And the limited diversification found in most portfolios is not enough to provide protection when it’s needed most.

Lack of Defense

Most portfolios have minimal defense – they don’t protect your downside.  You can only hope to lose a little less than the market in a downturn.

NO OPPORTUNITY TO PROFIT FROM FALLING MARKETS

No traditional portfolios offer the opportunity to profit from falling markets.  Most investors view these times with fear, but they’re actually times of massive opportunity.

THE PROBLEM: HIGH RISK PORTFOLIOS

Most traditional portfolios are at risk for steep losses because of three key issues:

Lack of Real Diversification

Most portfolios have far too much exposure to stocks.  And the limited diversification found in most portfolios is not enough to provide protection when it’s needed most.

Lack of Defense

Most portfolios have minimal defense – they don’t protect your downside.  You can only hope to lose a little less than the market in a downturn.

NO OPPORTUNITY TO PROFIT FROM FALLING MARKETS

No traditional portfolios offer the opportunity to profit from falling markets.  Most investors view these times with fear, but they’re actually times of massive opportunity.
Our Objective:

Equity-Level Returns, Much Less Risk

CONSISTENTLY LOWER
VOLATILITY

Target: 25-50% less overall volatility,
40-70% less down volatility (vs. S&P 500)

SHORTER, LESS SEVERE DRAWDOWNS

Target: Less than 15% overall
portfolio drawdowns

LOW MARKET
CORRELATION

Target: Less than 0.3 S&P 500 correlation
and other major indexes

AVOID MAJOR DROPS
IN THE MARKET

Target: Downside capture
of less than 10% (vs. S&P 500)

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Our Objective:

Equity-Level Returns, Much Less Risk

LOWER
VOLATILITY

Target: 25-50% less overall volatility, 40-70% less down volatility

SHORTER, LESS SEVERE DRAWDOWNS

Target: Less than 15% overall
portfolio drawdowns

LOW MARKET
CORRELATION

Target: Less than 0.3 S&P 500 correlation and other major indexes

AVOID MAJOR DROPS IN THE MARKET

Target: Downside capture
of less than 10% (vs. S&P 500)

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Introducing

ALL ENVIRONMENTS INVESTING

Introducing

ALL ENVIRONMENTS INVESTING

“
Your investment approach must account for the fact that there are going to be large drops in every market and that traditional ‘diversification’ alone is not enough…
By truly diversifying your portfolio, dialing in your offense and, most importantly, playing strong defense, you have the opportunity to considerably outperform the market over time.

– Daniel Taylor, Portfolio Manager & Founder

“
Your investment approach must account for the fact that there are going to be large drops in every market and that traditional ‘diversification’ alone is not enough…
By truly diversifying your portfolio, dialing in your offense and, most importantly, playing strong defense, you have the opportunity to considerably outperform the market over time.

– Daniel Taylor, Founder

How we can target strong
returns with less risk?

STRONG DEFENSE
IN BEAR MARKETS

The first key is to avoid large losses that can take years to recover.  Our Active Defense is designed to get out of downturns quickly and show significant profit by the time markets return to breakeven.  This can reduce the severity and length of drawdowns and enable a return to profitable territory sooner and more often.

AVOID VOLATILITY &
CAPTURE GROWTH

Down markets tend to be highly volatile. By avoiding volatility, we can target smoother, more profitable growth.  Our global diversification and strict defense can help us avoid volatile asset classes, allowing the positions that remain invested to grow – to stay invested when a market is more likely to be profitable and exit when growth is less likely and volatility is more probable.

EFFECTIVENESS IN MULTIPLE ENVIRONMENTS

Finally, our strategy is designed to perform well in many different environments: bull and bear, growth and recession, rising and falling rates.  And our responsive approach is engineered to navigate the volatile paradigm shifts found in every market cycle (as seen in our full historical research, development and testing timeframe).

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How we can target strong returns with less risk?

Here's how:

1. STRONG DEFENSE
IN BEAR MARKETS

The first key it to avoid large losses that can take years to recover.  Our Active Defense is designed to get out of downturns quickly and show significant profit by the time markets return to breakeven.  This can reduce the severity and length of drawdowns and enable a return to profitable territory sooner and more often.

2. AVOID VOLATILITY &
CAPTURE GROWTH

Secondly, down markets tend to be highly volatile. By avoiding volatility, we can target smoother, more profitable growth.  Our global diversification and strict defense can help us avoid volatile asset classes while allowing the positions that remain invested to grow – to stay invested when a market is more likely to be profitable and exit when growth is less likely and volatility is more probable.

3. EFFECTIVENESS IN MULTIPLE ENVIRONMENTS

Finally, our strategy is designed to perform well in many different environments: bull and bear, growth and recession, rising and falling rates.  And our responsive approach is engineered to navigate the volatile paradigm shifts found in every market cycle (as seen in our full historical research, development and testing timeframe).

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Want to see exactly how we navigate any market?

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Want to see exactly how we navigate any market?

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