The strategy has no specific asset allocation targets and typically holds concentrated positions in strong trending markets. Depending on the favor of market conditions, the portfolio may or may not be heavily invested in equities. Historically greater than 50% of the portfolio’s equity exposure has come via US Equities with few constraints on capitalization or sector.
The Tactical Opportunities Strategy is designed for long-term investors who desire a portfolio of asset classes that, at times, may have little equity market exposure. The strategy seeks to grow capital independent of market direction while generating a similar degree of volatility relative to the equity markets.