Strategies

Tactical Core

The underlying premise of the Good Harbor tactical model is that equity prices are driven by changes in investor risk premiums and that these premiums vary with the global business cycle. By gauging a combination of momentum measures, economic data and yield curve analysis, the model seeks to assess changes in risk premiums in order to participate in equities during rallies and move defensively to bonds when weaker market conditions are anticipated.

Tactical Core US ("TCUS")

  • Long-only stock exposure with reduced beta
  • Seeks to outperform the Standard & Poor's 500 Total Return Index by allocating investments tactically across various asset classes
  • Designed to align with US stocks during sustained bull markets
  • Designed to move defensively to US Treasuries during sustained bear markets
  • Use of leverage
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Source Data: Bloomberg, Internal

DISCLAIMER
Performance results presented are from April 30, 2003, the strategy's inception. Performance results are presented in US dollars and are net-of-max-fees and trading expenses and reflect the reinvestment of dividends and capital gains. The applicable fee schedule is 2%. Actual fees may vary based on, among other factors, account size and custodial relationship. To the extent you are a non-fee paying investor, or your fees differ from the applicable schedule, your returns may differ from those presented.

Good Harbor Financial's reliance on the strategy and its judgments about the value and potential appreciation of the securities in which the strategy invests may prove to be incorrect. Overall market risk, including volatility, may affect the value of the individual instruments in which the strategy invests. No current or prospective client should assume future performance of any specific investment strategy will be profitable or equal to past performance levels. All investment strategies have the potential for profit or loss.

The S&P 500 Total Return Index is the total return version of the S&P 500 Index which includes the effects of reinvested dividends. The S&P 500 Index is a capitalization-weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries. The investment strategy and types of securities held by the comparison indices may be substantially different from the investment strategy and the types of securities held by the strategy.

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Related Materials
» TCUS Fact Sheet 2017Q3» TCUS Overview