Risk-Managed Equities
Core equity exposure with a crisis-risk overlay
TCM Risk-Managed Equities returns are available on the Morningstar Direct database
for investors who want to participate in equity markets but are uncomfortable with full-cycle drawdown risk
TCM Risk-Managed Equities strategies seek to provide improved total return versus statically-hedged approaches with superior downside protection in higher volatility crisis environments. In calm markets, the strategies aim to keep high upside participation in an underlying index. Under market crisis conditions as signaled by TCM’s proprietary Volatility Dashboard, the strategies may gain long volatility exposure via VIX ETPs seeking to mitigate losses.
Compared to traditional passive hedging, TCM’s active risk management is a more balanced approach that prioritizes up-capture in rising markets as much as mitigating crisis declines, seeking up / down capture asymmetry that improves full-cycle results.
Available on S&P 500®, NASDAQ 100®, MSCI® Emerging Markets indexes or a custom portfolio.
tactical risk management
Seeking to avoid the expense of passive defensive exposures
HIGHER UPSIDE PARTICIPATION
Seeks to produce better up-capture than passive hedging
crisis risk mitigation
Uses VIX exposures seeking to lower exposure during crisis periods
the value of cost-conscious risk management
Growth of $1000 Since Inception