Tactical Unconstrained Growth (TUG)

PositionPercent
Nasdaq 10080.0%
Money Market15.0%
Inverse Government Bond5.0%
Last Position Change: 2/28/2024

Strategy holdings are subject to change without notice and may not represent current or future strategy composition. The strategy data is “as of” the date indicated and we disclaim any responsibility to update the information. Targeted “Percent” figures are approximate.

About TUG

Tactical Unconstrained Growth (TUG) is an absolute return strategy with the objective of delivering a positive rate of return over a calendar year regardless of market conditions. The strategy attempts to take advantage of both bull and bear markets through the use of strategic equity, treasury, and money market positions. Looking to capitalize on the non-correlation between equities and bonds, the program will assess which asset class provides the best opportunity in light of prevailing market conditions.

  • TUG is an absolute return strategy with the potential to provide positive returns in up, down, and sideways markets.
  • The approach maintains the ability to participate during rising equity markets and just as importantly, shift defensive during uncertain market conditions.
  • Over the long-term TUG is designed to maintain a low correlation to equity markets.

To learn more about TUG or our other strategies contact us at 248-566-1122 ext. 102