Tactical Asset Allocation
Typical Tactical management approaches are designed to shift between asset types to dodge market uncertainty. Tactical investing grew in popularity during recent financial crises in part because traditional "buy and hold" investors incurred such steep losses.
Our Tactical management is designed to maintain a low correlation to the broader market. Signals are generated on a daily basis and may be short-term in nature. Elements of both trend-following and mean-reversion are monitored as the program is designed to adapt to changing market conditions. On any given day, our Tactical management may be long, short or in the safety of a money market fund. The strategy attempts to produce a positive rate of return over the course of a calendar year regardless of how the broader market performs, and do so with moderate volatility.