Global View Capital Management
Global View Capital Managment

Tactical Asset Allocation

GVTAX (A-Share) GVTIX (I-Share)

TACtical Asset Allocation

Sample Exposer Across Market Cycles

Bear Market Defense

36% Money Market
30% Short-Term
20% Inverse Funds
10% Gold
4% Volatility Hedge

Bull Market Offense

Tactical Strategies
20% US Sectors
10% Developed International
5% Emerging Markets
5% Multi-Asset High Yielding
Rotational Strategies
25% Global Macro
10% Global Beta
Long/Short Directional Strategies
6% Equities
5% Bonds
5% Commodities
5% Gold
Volatility Hedge
4% Volatility Hedge

For illustrative purposes only. Source:
Global View Capital Management, Ltd.


✔    TAC Fact Sheet

Investment Philosophy

The Tactical Asset Allocation fund employs a "Fund-of-Funds" structure that primarily utilizes exchange-traded funds (ETFs) and follows a rules-based discipline that employs offensive and defensive tools to manage risk. By tactically adjusting the Fund's allocation amongst the various strategies, the Adviser seeks to provide downside protection in falling markets and deliver higher risk-adjusted returns over a full market cycle. The Fund defines a full market cycle measured by maximum drawdowns to maximum gain, otherwise known as "peak-to-trough."

To respond to adverse market, economic, political and other conditions, the Fund may invest up to 100% of its total assets, without limitation, in high-quality short-term debt securities, money market funds and inverse funds.

GVCM employs technical analysis that produces "buy & sell" signals to the underlying universe of securities within each sub-strategy through proprietary algorithms that are defined as an adaptive channel breakout. The price movements of each security identify patterns of relative strength and momentum.

Key Point

The Fund is unconstrained and can invest in any market, long or short, and provides the global tactical asset allocation manager the ability of being able to potentially preserve capital in severe down markets, while making potential profits in normal times.

Fund Characteristics
Can go to 100% cash
Uses inverse funds
Uses leveraged funds
Uses alternatives
Uses ETFs / ETNs
Transaction fees
Daily Liquidity
Special investor qualification

Asset Classes

▪ Money Market ▪ Emerging Markets
▪ Government Bonds ▪ Commodities
▪ Corporate Bonds ▪ Master Limited Partnerships
▪ High Yield Bonds ▪ Managed Futures
▪ US Equities ▪ Gold
▪ Developed International Equities  

To inquire further about fund availability, please call 877.940.3435

To view some frequently asked questions, please visit our Contact page.

Global View Capital Management, LTD

Stone Ridge Business Center III
N14 W23833 Stone Ridge Drive, Suite 350
Waukesha, WI 53188

Phone: 262.650.1030
Toll Free: 888.799.4822
Fax: 262.650.1085
Contact Us


The principal risks of investing in The Tactical Asset Allocation Fund are Risks of the Advisor's Investment Strategy, Alternative and Specialty Assets Risk, Emerging Market Risk, Frontier Market Risk, Junk Bond Risk, Risk of Aggressive Investment Techniques, Active and Frequent Trading Risk, High Portfolio Turnover and Taxation Risk; Inverse Risk, Counter-party Risk, Risks of Investing in Derivatives, Futures, and Swaps; Risks of Investing in Other Investment Companies, including Exchange Traded Funds; Small to Mid-Capitalization Companies Risk, Non-diversification risk, Interest Rate Risk, Equity and Foreign Securities Risk, Depository Receipt Risk, Holding Cash Risk, Credit risk, Lower Quality Debt-Securities Risk, New Advisor Risk and Limited History of Operations Risk. Please refer to the prospectus for a full description on these risks.

There is no guarantee that The TAC Fund will achieve its investment objective. An investor should consider the investment objectives, risks, charges and expenses of the TAC Fund before investing. This and the other information can be found in the Funds' prospectus, which can be obtained by calling 1-877-940-3435. The prospectus should be read carefully prior to investing in The Tactical Asset Allocation Fund. The fund is distributed by Northern Lights Distributors, LLC member of FINRA.

©2014 Global View Capital Management, LTD.            Glossary of Financial Terms      3149-NLD-12/31/2013   Member of FINRA.