Outperform in bull markets by identifying and investing in the areas or sectors of the market garnering the strongest capital inflows (the volume factor). Concurrently, it is the goal of
our proprietary risk management overlay to measure the threat level of bear market cycles
and accordingly reposition the portfolio towards cash equivalents.
We believe a technical perspective paired with a proprietary risk overlay framework will result in long-term outperformance.
- Active ETF Selection – Our proprietary volume factor ranking actively invests in a portfolio of 12 to 25 ETFs from a universe of approximately 600 funds that cover a wide range of regions, styles, sectors, industries, and other investment factors.
- Risk Overlay – Aim to mitigate investor risk through lower downside volatility and capital drawdowns by reducing market exposure during perceived prolonged bear markets.
- Opportunistic Reentries – Attempt to capture the returns offered in potentially developing bull markets by identifying capitulation events via our proprietary signal.