Tactical Equity

This tactical approach is built on a proprietary fundamental and quantitative framework that is designed to achieve attractive risk-adjusted returns through capital appreciation and income. The strategy invests in companies whose revenues and earnings are derived from tangible assets, such as Real Estate Investment Trusts ("REITs"), Master Limited Partnerships ("MLPs"), basic materials and energy-related companies. During less favorable environments or when attractive investment opportunities are limited, the strategy has the flexibility to invest in cash or short-duration US Treasuries.

Tactical Equity Income ("TEI")

  • Seeks to outperform the S&P 500 Total Return Index over a full market cycle
  • Flexibility to reduce equity exposure during less favorable environments
  • Tactically adjusts sector / industry exposures
  • Invests in businesses that generate strong, stable cash flows
  • Options trading attempts to accelerate returns, to limit downside or to generate income
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Source Data: Bloomberg, Internal

Performance results presented are from December 31, 2000, 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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