GVTAX (A-Share) GVTIX (I-Share)
TACtical Asset Allocation
Sample Exposer Across Market Cycles
Bear Market Defense
|36% Money Market|
|20% Inverse Funds|
|4% Volatility Hedge|
Bull Market Offense
|20% US Sectors|
|10% Developed International|
|5% Emerging Markets|
|5% Multi-Asset High Yielding|
|25% Global Macro|
|10% Global Beta|
|Long/Short Directional Strategies|
|4% Volatility Hedge|
For illustrative purposes only. Source:
Global View Capital Management, Ltd.
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.
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.
|Can go to 100% cash||
|Uses inverse funds||
|Uses leveraged funds||
|Uses ETFs / ETNs||
|Special investor qualification||
|▪ Money Market||▪ Emerging Markets|
|▪ Government Bonds||▪ Commodities|
|▪ Corporate Bonds||▪ Master Limited Partnerships|
|▪ High Yield Bonds||▪ Managed Futures|
|▪ US Equities||▪ Gold|
|▪ Developed International Equities|
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