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What is the “Tactical?” strategy? The Tactical approach aims to deliver growth with less severe ups and downs than stocks. With a focus on risk-managed performance, this approach uses sophisticated techniques generally reserved for hedge funds with the transparency, liquidity and accessibility of a mutual fund.
To help keep volatility in check, the Tactical approach incorporates a strategy that seeks to smooth the ups and downs of stock market investing. The level of stock market exposure is based on a “weight of the evidence” approach that allows the manager to consider valuations, trend strength, investor sentiment, monetary conditions and current volatility – and adjust the portfolio as often as needed. The funds that use the Tactical approach are not always fully invested. Instead, these funds may hold considerable cash and use a variety of hedging techniques in an attempt to help reduce volatility. These funds actively writes covered call options, which aim to generate income and buffer downside risk. We seek to provide some of the growth potential of equities with much less volatility than a long-only investment strategy.