About Q3 Asset Management
Q3 Asset Management was founded by professional traders. Our roots trace back to 1982 when our Co-Founder, Brad Giaimo, began his career in the COMEX Gold Pit. In everything we do, we strive to help your clients achieve their financial goals by making our strategies responsive to ever-changing markets and simple to understand. We have deep roots in portfolio management and technical analysis and believe that our background, coupled with our expertise in quantitative investing, gives us an advantage over traditional methods of money management. We seek to participate in rising markets and reduce risk during unfavorable market conditions. Our experience has taught us that active investment management has become increasingly important in delivering an edge.
Featured Strategy - Tactical Unconstrained Growth
Tactical Unconstrained Growth (TUG) was a top performer in its peer group at Morningstar for both the 1st quarter and calendar year of 2020. TUG is an absolute return strategy with the objective of a positive rate of return over a calendar year regardless of market conditions. Given its low correlation to both the stock market and other tactical strategies, it could serve as a complement to your current portfolios.
TUG uses multiple buy and sell quantitative signals to make decisions. Here are a few highlights…
- Reviews the market on a daily basis
- Using quantitative signals, the strategy can scale into and out of NASDAQ 100 index equity positions
- May revert to treasury bond positions in lieu of equities
Following is the equity curve for TUG (1.1.2005 - 12.31.2020 / Net of 0.65% Fee / Data prior to February 2015 is hypothetical. Tactical Benchmark is 60% Vanguard Market Neutral / 40% Vanguard S&P500):
For additional information, contact us at 248-566-1122 extension 102 or info@q3tactical.com.
Featured Strategy - SA Sector
SA-Sector is a momentum-based strategy that invests in the top performing sectors and sub-sectors of the market. It's available in both a mutual fund (launched in 2010) and ETF (launched in 2018) variation.
- Offered in conservative, moderate and growth risk profiles
- Selects from over 40 different sectors and subsectors – reallocating every 30 days
- May increase exposure to fixed income during periods of market uncertainty
Sector Rotation – Adapting to Change
Our Strategic Allocation Sector strategy capped off a great 2020. One of the keys to its outperformance has been its ability to quickly rotate to the top performing sectors of the market. This led the strategy to overweight technology for much of 2020.
Following is the equity curve for SA Sector Moderate (1.1.2007 - 12.31.2020 / Net of 0.65% Fee / Data prior to December of 2010 is hypothetical. Diversified Moderate Benchmark is: 60% Vanguard S&P500 / 20% Vanguard Market Neutral / 20% Vanguard Total Bond):
For additional information, contact us at 248-566-1122 extension 102 or info@q3tactical.com.
All-Weather Funds
All-Weather Sector Rotation Fund – The Fund seeks long-term capital appreciation by applying the Adviser’s quantitative investment ranking process to a universe of sector, subsector, and fixed income issues. By systematically shifting out of underperforming investments and into outperforming investments, the Adviser attempts to adapt to changing market conditions. The Q3 All-Weather Sector Rotation Fund maintains the ability to overweight fixed income positions when equity markets display signs of weakness.
All-Weather Tactical Fund – The Fund attempts to take advantage of both bull and bear markets by tactically allocating between strategic equity and fixed income positions. Looking to capitalize on the non-correlation between equities and bonds, the Fund attempts to assess which asset class will provide the best opportunity in light of prevailing market conditions. When the equity markets become indecisive, the All-Weather Tactical Fund may rotate into bonds in an effort to take advantage of either rising or falling interest rates.
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Disclosure: Hypothetical performance results are derived from the benefit of hindsight and therefore have certain inherent limitations. Unlike an actual performance record, simulated trades do not represent actual trading. Also, since the trades have not actually been executed, the results may have over or under compensated for the impact, if any, of certain market factors such as lack of liquidity. Strategies were not necessarily available to invest in for the periods presented. Hypothetical testing does not involve financial risk and therefore may not necessarily depict an investor’s ability to tolerate such risks. The hypothetical data assumes full investment in the strategy; however, accounts managed by Q3 could maintain a small cash position. Had the hypothetical data included a cash position, the results would have been different and in general would have been lower. Results shown are inclusive of advisory fees of 0.65% and assume the account is held at E*TRADE Advisor Services. Fees of anything less than Q3’s maximum of 2.25% may not reflect the impact that fees have on the compounding effect of returns. Hypothetical performance data for many strategies includes “model account performance.” Additional fees may apply on other platforms and may impact performance negatively. Trade signals and performance results for other platforms may vary based on a number of factors including order entry cut-off requirements. These results do NOT necessarily represent actual trading or client experience, and do not necessarily reflect the impact of decision making or economic or market factors experienced during the actual management of funds. The actual return may be lower or higher than the performance quoted. Annual returns are compounded monthly. Performance between selected dates may be misleading and may not be able to be achieved in the future based upon changing market conditions. Benchmark data is obtained through Morningstar and reflect the reinvestment of dividends. Results do not predict the performance of the investment strategy. Model account performance data begins with the first full month of available data (partial months are not included).
