Tactical Growth Strategy
The Tactical Growth strategy is Broadmark’s flagship strategy that dates back to November 1, 2001.
- Actively manages equity market exposure through the use of ETFs and other index based instruments.
- Ability to short
- Exposure levels: -100% to 100%*
- No use of leverage
- Daily Liquidity
- Lower Volatility
- No K-1
- High Transparency
* Exposure levels dependent upon vehicle invested – can be customized
*Expense ratio = 1.38. Additional disclosure information below.
Source Data: Broadmark Asset Management, Internal
Performance results presented are from November 1, 2001, the strategy's inception. Performance results are presented in US dollars and are net-of-max-fees and trading expenses and reflect the reinvestment of dividends and capital gains. The applicable fee schedule is 1.38%. Actual fees may vary based on, among other factors, account size and custodial relationship.
The S&P 500 Total Return Index is the total return version of the S&P 500 Index which includes the effects of reinvested dividends. The S&P 500 Index is a capitalization-weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries. The investment strategy and types of securities held by the comparison indices may be substantially different from the investment strategy and the types of securities held by the strategy.
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