About TUG
Doing Business
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.
- Excellent portfolio diversifier with a Beta of just 0.25% going back to February of 2016. (Data through 3/31/2021)
- Advanced +5.3% during the 1st quarter 2020 COVID crisis when stocks lost roughly 20%.
- Finished 2020 up over 27%. Finished 2018 up over 8% when the average equity mutual fund lost roughly 8%.
- Impressive 5-year risk adjusted returns, with a maximum drawdown of less than 10%.
- The ability to “short” treasuries makes the strategy an appealing option during rising interest rate environments.
The Q3 All-Weather Tactical Fund utilizes the TUG trading signals. That means TUG can be easily added to your portfolios at Pershing.
- QAITX – Institutional Class
- 1.28% Maximum Expense Ratio
- 1.00% Management Fee
- Min. Initial Investment $500,000 (Waived)
- QACTX – C Share Class
- 2.69% Maximum Expense Ratio
- 1.00% 12b-1 Fee
- 1.00% Management Fee
- Min. Initial Investment $20,000
The Q3 All-Weather Tactical Fund utilizes the TUG trading signals. That means TUG can be easily added to your portfolios at TD Ameritrade.
- QAITX – Institutional Class
- 1.28% Maximum Expense Ratio
- 1.00% Management Fee
- Min. Initial Investment $500,000 (Waived)
The Q3 Tactical Unconstrained Growth SMA is available on the Envestnet Platform.
The Q3 All-Weather Tactical Fund utilizes the TUG trading signals. That means TUG can be easily added to your portfolios at Schwab.
- QAITX – Institutional Class
- 1.28% Maximum Expense Ratio
- 1.00% Management Fee
- Min. Initial Investment $500,000 (Waived)
The Q3 All-Weather Tactical Fund utilizes the TUG trading signals. That means TUG can be easily added to your portfolios at LPL.
- QAITX – Institutional Class
- 1.28% Maximum Expense Ratio
- 1.00% Management Fee
- Min. Initial Investment $500,000 (Waived)
The Q3 Tactical Unconstrained Growth SMA is available on the Axos Advisor Services Platform.
The Q3 All-Weather Tactical Fund which utilizes the TUG trading signals is also available at Axos.
- QAITX – Institutional Class
- 1.28% Maximum Expense Ratio
- 1.00% Management Fee
- Min. Initial Investment $500,000 (Waived)
The Q3 Tactical Unconstrained Growth SMA is available on the Axxcess Wealth Platform.
The Q3 Tactical Unconstrained Growth SMA is available on the Orion Platform.
The Q3 Tactical Unconstrained Growth SMA is available on the Adhesion Platform.
The Q3 Tactical Unconstrained Growth SMA is available on the Folio Platform.
The Q3 All-Weather Tactical Fund which utilizes the TUG trading signals is also available at Folio.
- QAITX – Institutional Class
- 1.28% Maximum Expense Ratio
- 1.00% Management Fee
- Min. Initial Investment $500,000 (Waived)
The Q3 Tactical Unconstrained Growth SMA is available on the Sawtooth Platform.
To learn more about TUG or our other strategies contact us at 248-566-1122 ext. 102
or visit q3tactical.com
