Q3 can manage participant accounts on many plans near you

Download a List of Plans

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

The Tactical Unconstrained Growth (TUG) strategy was a top performing fund in its peer group at Morningstar for the 1st quarter of 2020. TUG is an absolute return strategy and given its low correlation to both the stock market and other tactical strategies, it could serve as a complement to your current portfolios. YTD through August 31, TUG-0 was up +16.9% gross of fees.

TUG uses multiple buy and sell quantitative signals to make decisions. Here are a few bullet points…

  • Offered in three versions TUG, TUG-1, TUG-2
  • Using quantitative signals, the strategy can scale into NASDAQ 100 index equity positions
  • May revert to treasury bond positions based on market conditions

Following is the performance chart of TUG (gross of fees) through August 31, 2020:

For additional information, contact Dave at 248-566-1122 extension 105 or dwitkowski@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.

Here are a few bullet points…

  • Offered in conservative, moderate and growth risk profiles
  • Select from over 40 different sectors and subsectors – reallocating every 30 days
  • May increase exposure to fixed income during periods of market uncertainty

Sector Rotation – Diversification Works

  • After the powerful market rally in April and May, 2020, equities peaked on June 8th and spent the remainder of the month working off an overbought condition
  • From the June 8th peak to August 18,, the S&P 500 gained 4.9%
  • Over this same time frame, SA Sector Growth advanced 14.3% (gross of fees)
  • The outperformance can be attributed to positions in Gold Miners, Technology and Retail

Our SA Sector strategy continues to perform well. One of the keys to its outperformance has been the ability to diversify across sectors. Often in sector rotation models the holdings can become very concentrated. Sometimes this is for the best, and sometimes not.

Following is the performance chart of SA Sector Moderate (gross of fees) through August 31, 2020:

For additional information, contact Dave at 248-566-1122 extension 105 or dwitkowski@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.

View All-Weather Fund Positions

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.

View All-Weather Fund Positions

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