As of the June 22nd close our flagship strategy(Tactical Opportunity) is up 37.5% in 2020 versus a 3.5% loss for the S&P 500 Index.
Since inception(Jan/2017) our T.O. Strategy has gained 124% versus a rise of 39% for the S&P 500 Index.
Patience Pays Off Over Time
It’s often said that challenging times set the stage for tomorrow’s leaders. March of 2020 was no different as the chaos of global shutdowns allowed companies that entered the downturn with strong balance sheets and positioned in areas of secular growth to go on offense while their weaker competitors merely tried to survive.
Emerging from the Q1 wreckage, these new corporate leaders reap the rewards for the moves they made during the darkest days of March. As we enter the summer months, we remain focused on the winners that are positioned to dominate the recovery, not the losers that hope to survive.