Adaptive and Tactical Allocation for Strategic and Technical Benefits

The Trend strategy is an adaptive, tactical model that takes advantage of the potential benefits of both strategic and technical management, while seeking to minimize the risks of each. Trend uses strategic asset allocation to maintain a steady base of performance, overlaid with a technical slant to play offense, defense or enhance base performance to help navigate emotional investing decisions typically tied to corrections or large valuation increases.



  • Flexibility to invest across the entire global opportunity set, based on trends in the market
  • Utilizes asset class and sector-specific rotation of investments based on relative strength versus peers
  • Invests in both active and passive Exchange Traded Funds (ETFs)
  • Strategy is strictly rules-based, which fosters unemotional, disciplined investment selection and management