3Q 2019 Performance
Dear Investor, Our Tactical Asset Allocation strategies (as of 09/30/2019), relative to the S&P 500, MSCI ACWI, have continued to underperform these equity benchmarks. Our typical 2019 YTD returns are in the +10% range for our GTAA as well as USTAA strategies, while the S&P 500 has returned in excess of +20%. While we are Read more ➝
2019 YTD Performance
Dear Investor, So far, in 2019, our Tactical Asset Allocation strategies (as of 08/31/2019), relative to the S&P 500, MSCI ACWI as well as the Credit Suisse Hedge Fund indices have underperformed the benchmarks. Our typical 2019 YTD returns are in the +2-5% range for our GTAA as well as USTAA strategies, while the S&P Read more ➝
2018 Performance
Dear Investor, We are pleased that 2018 was a year that provided superior performance for our Tactical Asset Allocation strategies, relative to the S&P 500, MSCI ACWI as well as the Credit Suisse Hedge Fund indices. Our typical 2018 annual returns were in the +3-5% range for our GTAA as well as USTAA strategies. Our Read more ➝