Opportunity Knocks!
(for advisors and their clients)
The Coronavirus-related Bear Market and its ensuing volatility have exposed those strategies unprepared for such investing environments. Use a Separately Managed Account (SMA) strategy based on Opportunistic Investing that's adaptable and dialed in to volatile markets.
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4Thought Opportunistic Systematic Investing
OSI YTD Performance (as of 9/30/20): +22.17% Net [ +22.99% Gross]
S&P 500 TR Index YTD Performance (as of 9/30/20): +5.57%
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5 Year Standard Deviation: 6.83%
5 Year Sharpe Ratio: 1.28
5 Year Sortino Ratio: 3.61
5 Year Correlation with S&P 500 Index: 0.56
5 Year Correlation with Barclays US Aggregate Bond Index: 0.30
4Thought Opportunistic Systematic Investing SMA features:
- Available at a base wrap portfolio management fee of 0.55% (brokerage and custody included), with a minimum investment of $10,000
- A liquid, transparent, lower cost alternative to traditional hedge funds
- Utilizes probability analysis algorithms and unconstrained tactical asset allocation
- Low historical correlation to both stocks and bonds
- Designed to capitalize on volatile markets and bear markets for long term investors
- Provides an effective method-diversifying complement to traditional strategic portfolios
The short term performance information provided above is only intended to provide an example of how the strategy is intended to perform relative to the broader stock markets during volatile time periods such as this one. We strongly encourage you to review the long term performance and risk data for Opportunistic Systematic Investing through multiple market environments to help gain an understanding before making any decisions on the use of the strategy.
4Thought Financial Group Inc. claims compliance with the Global Investment Performance Standards (GIPS®)*. Please click below to order our fully compliant GIPS performance disclosure presentation for required statistics and disclosure information.
