Strategies Overview
All Cap Core
The All Cap Core strategy is the cornerstone of Baker Avenue’s proactive investment approach. Designed to outperform the S&P 500 with less risk, our flagship product aims to maximize growth during bull markets and preserve capital during bear markets. The All Cap Core strategy uses a time-tested proprietary technical model to measure market sentiment and evaluate risk. When conditions are favorable, the strategy invests in a select group of high relative strength stocks. When sentiment changes and risk becomes too high, it attempts to limit downside losses by moving up to 100% cash.
Global Tactical Indexing
Our Global Tactical Indexing strategy is a seamless, tax-sensitive complement to our central All Cap Core approach. It is designed to reduce capital gains tax consequences, increase portfolio diversification, and take advantage of long-term growth opportunities. Rather than investing in individual stocks, the Global Tactical Indexing strategy uses exchange-traded funds (ETFs) to add focused exposure to strong sectors and achieve low-cost, tax-efficient returns. The strategy offers bear market protection by investing in inverse ETFs, which profit when a particular sector falls in value.
Fixed Income
Our Fixed Income strategy takes advantage of tactical opportunities in the global bond market. It is designed to generate steady income and maximize returns while lowering overall portfolio risk. The strategy uses fixed income exchange-traded funds (ETFs) to create flexible, broadly-diversified bond portfolios, and TIPS to protected against inflation and rising interest rates. The Fixed Income strategy invests in U.S. government bonds, municipal bonds, corporate bonds, international bonds, high-yield bonds, asset-backed bonds, and Treasury Inflation-Protected Securities (TIPS).
Alternative Investments
Our Active Long/Short strategy is an alternative product that combines the performance potential and diversification benefits of a hedge fund with the transparency, daily liquidity, lower fees, and independent asset protection of a separately managed account. The strategy aims for long-term growth by investing in small-cap value stocks, and guards against short-term market risk using inverse exchange-traded funds (ETFs). This active long/short approach is designed to increase potential returns, build wealth in both bull and bear markets, smooth volatility, limit downside loss and offer investors more diversification.