Global Tactical Indexing
Model Description
The Global Tactical Indexing Model invests opportunistically in sectors, industries, and asset classes on a global basis that it believes to offer a high probability of return. It invests broadly in all equity classes across all market capitalizations in domestic and international markets. It may also invest in commodities and other alternative asset classes. The Model employs the use of Exchanged-Traded-Funds (ETFs) to represent the asset classes it seeks to invest in the portfolio. In down markets, the strategy attempts to minimize portfolio losses by proactively raising cash and employing inverse ETFs.
Key Benefits
- Global diversification
- Flexibility of ETFs
- Complements All Cap Core strategy
- Ability to make money in down markets
- Unemotional sell discipline