Tactical Plus Strategy
The Tactical Plus Strategy is a more aggressive strategy that dates back to November 1, 2005
- Actively manages equity market exposure by primarily investing in equity-based futures, ETF's and options.
- Tactically uses leverage when opportunities arise.
- A component of the strategy is dedicated to trading volatility bands using our short term momentum models
*Fees reflect 1% management fee and 20% performance fee. Additional disclosure information below.
Performance results presented are from November 1, 2005 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 1.0% management fee and 20% performance fee.. 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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