Trademark Capital®

Tactical MultiFactor

An innovative approach that utilizes a diverse mix of markets and strategies.

The strategy may use a combination of different equity factors, indexes, fixed income, commodities, or alternatives to be opportunistic in identifying and capturing trends. As market trends shift, Tactical MultiFactor aims to shift with them. As stocks lose favor, our models are designed to be opportunistic in finding trends in many other asset classes. Cash and/or ultra-short duration fixed income may be utilized to become defensive as markets decline.

Core Methodology

The core methodology of Tactical MultiFactor is trend following. We believe limiting the downside loss of each trade is necessary. Each security purchased will have a predetermined exit price, which we think is crucial to managing risk. By limiting downside losses, trend followers are left with a potentially unlimited upside. The strategy applies its method of measuring trends to a combination of different equity factors, indexes, fixed income, commodities, and alternatives to be opportunistic in identifying and capturing trends.

Core Methodology

The core methodology of Tactical MultiFactor is trend following. We believe limiting the downside loss of each trade is necessary. Each security purchased will have a predetermined exit price, which we think is crucial to managing risk. By limiting downside losses, trend followers are left with a potentially unlimited upside. The strategy applies its method of measuring trends to a combination of different equity factors, indexes, fixed income, commodities, and alternatives to be opportunistic in identifying and capturing trends.

Offense & Defense

When stocks are going up, anybody can make money. That is why buy-and-hold investors have been rewarded so well since 2010 as stock prices rose. What happens if stock prices don’t rise?

Tactical MultiFactor thinks like a ball coach: offense and defense. When the stock market trend is up, we want to participate in that trend while always being mindful of our need to be defensive. Risk management is the key driver of everything that we do, and that is what we believe separates us.

Have a plan for when stocks aren’t going up.

Offense & Defense

When stocks are going up, anybody can make money. That is why buy-and-hold investors have been rewarded so well since 2010 as stock prices rose. What happens if stock prices don’t rise?

Tactical MultiFactor thinks like a ball coach: offense and defense. When the stock market trend is up, we want to participate in that trend while always being mindful of our need to be defensive. Risk management is the key driver of everything that we do, and that is what we believe separates us.

Have a plan for when stocks aren’t going up.
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There can be no assurance that Trademark Capital’s model will achieve its objective or that the methodology employed by a portfolio strategy will eliminate exposure to downward trends and/or volatility in the markets or provide immediate exposure to upward trends and/or volatility in the markets. Investments are subject to risk, and any of Trademark Capital’s investment strategies may lose money. Investment return and principal value of an investment will fluctuate so that an investor’s portfolio may be worth more or less than their original investment. An Advisor’s judgment about markets, interest rates or the attractiveness, relative values, liquidity, or potential appreciation of particular investments is important to the portfolio accomplishing its goals. The portfolio could experience losses if these judgments prove to be incorrect.

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