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As of market close July 8, 2020 our Tactical Opportunity Strategy is up 44.7%(net of fees) year to date versus a 2.6% loss for the S&P 500 Index year to date.

Since inception(Jan. 1, 2017) the Tactical Opportunity Strategy has gained 135.8%(net of fees) versus a 40.5% gain for the S&P 500 Index.  The T.O has outperformed to the tune of 95%.

Invest Like It’s 2009

As we enter the second half of the year, it’s important that we stay consistent and stick with the types of stocks/businesses that are positioned to deliver durable, long term growth without the risk that accompanies speculative companies with poor balance sheet health. The message here is to stay focused on companies that can use strong balance sheet health to capture market share, accelerate sales, and deliver superior return on invested capital vs. their peers. 

As the U.S. Federal Reserve commits to long term financial support by exponentially increasing the supply of cheap money and providing a solvency backstop to the credit markets, it’s important that we keep our investment approach simple and invest alongside the buyer of last resort. Despite the recovery off the March lows, the current market environment remains historically attractive for new & existing investors.

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